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2021 Expo Schedule

Friday, September 10, 2021 @ Water's Edge Events Center

 4687 Millennium Dr., Belcamp, MD  21017

Registration Begins: 12:00 pm

Don't miss dinner and entertainment at 5pm! 

Please register for dinner if you plan to attend - thank you!

  

As always, if you are an Akers Financial Group client and are unsure which Expo classes may benefit you, please call the office and one of our advisors can recommend classes for you.  

We also have track, that may assist you in your class selections, but you are welcome to attend any class you choose.  The tracks are INFORMATIVE, RETIRED, PRE-RETIREMENT and START PLANNING.


Session 1 @ 1:00 pm

Class 1:

Medicare - What you Need to Know - INFORMATIVE

Andrea Pomilla – Harford County Office on Aging


Class 2:

Advanced Estate Planning  - RETIRED

Kevin Bress, Attorney - PK Law and Brian A. Akers, CFP® - Akers Financial Group


Class 3:

Social Security in an Ever Changing Environment - PRE-RETIREMENT 

Sam Payne, RICP®, CLTC, NSSA - Asset 


Class 4:

Advantages of Making a Financial Plan Early In Life - START PLANNING 

Nathan McDuffee, CFP“ - Akers Financial Group 


Session 2 @ 2:00 pm

Class 1:

Unforgettable Destinations - Greenland and Iceland - INFORMATIVE

Carole Novak, Dream Vacation Specialist - Dream Vacations


Class 2:

Designing a Plan to Help you Into and Through Retirement – RETIRED

Jeffery L. Akers, CFP®  - Akers Financial Group


Class 3:

Estate Planning - The Basics - PRE-RETIREMENT 

Kevin Bress, Attorney -  PK Law      

       

Class 4:

Making Your Money Work for You - Investing 101 - START PLANNING

 Mark DiOrio, CFA, CIO – Brookstone Capital Management  


Session 3 @ 3:00 pm

Class 1:

It's a Seller's Market - What That Means for You! - INFORMATIVE

George & Katie Rash, Realtors - Long & Foster, Inc.   


Class 2:

Protect Your Retirement Money - Annuties - RETIRED

Brian A. Akers, CFP® & Paul Franco, M.B.A. - Akers Financial Group


Class 3:

Risk Managed Investment Solutions - PRE-RETIREMENT

 Mark DiOrio, CFA, CIO – Brookstone Capital Management   


Class 4:

Protect Your Family and Your Wealth (Life Insurance) - START PLANNING 

Jeffery L. Akers, CFP® - Akers Financial Group 


Session 4 @ 4:00 pm

Class 1: Cottonwood Communities:  Investing in Class A Multifamily Real Estate INFORMATIVE

Tony Neves, Senior VP of Capital Markets - Cottonwood Residential   


Class 2:

AFG Select Portfolios - RETIRED

 Brian A. Akers, CFP® & Bernie McVey, M.B.A. - Akers Financial Group AND  Mark DiOrio, CFA, CIO – Brookstone Capital Management


Class 3:

It's Time...The Retirement Planning Talk - PRE-RETIREMENT

Jeffery L. Akers, CFP® - Akers Financial Group 


Class 4:   Basics of a Roth IRA / Roth 401k - START PLANNING

Nathan McDuffee, CFP“ - Akers Financial Group 


5:00 pm – 7:00 pm

Dinner / Special Entertainment 

You won't want to miss this!


 



 



Please read the investment summary and prospectus, which can be obtained from your financial professional and should be read carefully before investing.

Real Estate Investment Trusts area a longer-term illiquid investment and may not be suitable for all investors. Vacancies can negatively impact income and capital gains potential. Investments in real estate may be affected by adverse economic conditions and regulatory changes. This is neither an offer nor a solicitation to purchase any products, which may be done only with a current prospectus. Investors should consider their investment objectives and risks, along with the product’s charges and expenses before investing. Please read the prospectus carefully before investing.

Guarantees based on the insurance company’s ability to pay and early withdrawal may cause a loss of principal due to withdrawal charges. Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc. which will affect contract values. Interest credits are based on a formula that takes into account the performance of an index. Purchasers are not investing in the index and will not experience the same returns as the index of a related index mutual fund. Purchasers will participate in only a state percentage of an increase in an index, as the annuity imposes a “cap rate.”

Kalos Capital, Inc. does not provide tax or legal advice. Please consult with your tax or legal advisor for such guidance. This material is provided courtesy of Akers Financial Group and contains general information to help you understand basic financial planning strategies. It refers to legal and tax consideration but is not meant to provide advice in this regard. Legal and tax advice should come from an attorney or tax advisor such as an accountant. The presenter, speaker and sponsor of this information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any government agency or organization.