Schedule

Friday, October 13, 2023 @ Water's Edge Events Center

 4687 Millennium Dr., Belcamp, MD  21017

Check in Begins: 12:30pm

Event from 12:30pm to 6:30pm

Don't miss dinner and music at 5pm!  And stay for a brief update from Mark DiOrio with Brookstone, following dinner!

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 classes may benefit you, please call the office and one of our advisors can recommend classes for you.  

Prepare to Win - Under 50 years old

Training Class 1                      

1pm         Planning for Today with an Eye to the Future (Social Security) - Working out your plan

                 Sam Payne, RICP® – Asset and J. Paul Franco, M.B.A.

2pm         The Future is Now – Investing for a Brighter Tomorrow - Beginning is the hardest workout

                  Eric Kruk, CFP® - Franklin Templeton

3pm       Estate Planning 101 (Basic) - Foundation for the unexpected

                 Ashley Raut, Attorney – Bress Raut Law

4 pm      Financial Life Planning – Achieve all your goals by starting early:  Tax Free Income - Retiring Early - Roth / Life Insurance - Build your routine

                J. Paul Franco, M.B.A.

Ready to Win - Are you ready to retire?

Training Class 2          

1pm       Investing for a Lifetime - Building your CORE

               Mark DiOrio, CFA, CIO - Brookstone

2pm       Estate Planning 101 (Basic) - Building your foundation

               Ashley Raut, Attorney – Bress Raut Law

3pm       Are You Ready to Retire? - Building your financial daily workout 

                Alex J. Monk, CFP®,  Akers Financial Group

4pm       The Hidden Costs of Aging - Being prepared

                 Eric Kruk, CFP® - Franklin Templeton

Keep Winning - In Retirement

Training Class 3

1pm      Medicare – What you Need to Know - Office on Aging - Health Insurance boot camp for the 65 year old

               Andrea Pomillia, Harford County Office on Aging   

 2pm     Financial Independence / AFG Select Portfolios Update - Financial Fitness Class

              Jeffery L. Akers, CFP®, Alex J. Monk, CFP® and Bernie McVey, M.B.A

 3pm   Investing Stocks - Dividend / Growth / Value - Exercise is good for you, so are stocks

             Mark DiOrio, CFA, CIO – Brookstone Capital Mgmt

4pm     Estate Planning 201 (Advanced) - Working out your Estate Flow

              Kevin Bress, Attorney – Bress Raut Law

Intense Training: Ultra Wealth – Ideas to Maximize Wealth

Training Class 4

1pm      Welcome to Akers Financial - Overview Proven Unique Financial Planning - Financially fit to be able to win throughout your retirement years

              Brian A. Akers, CFP®,  Akers Financial Group

2pm     Core & Satellite Approach to Investing – Intelligent Financial Design - Building your Core

              Mark DiOrio, CFA, CIO – Brookstone Capital Mgmt 

3pm      Advanced Trust and Estate Planning 401 - Achieving the results you desire

               Kevin Bress, Attorney – Bress Raut Law 

4pm      Planned Giving - GENEROSITY - Living a balanced life of generosity

               Brian A. Akers, CFP®, Akers Financial Group

Instructional Class  - For Anyone

Training Class 5

2pm      Black Diamond Instructional Class - How to class

              David Good and Janet Anderson, Akers Financial Group

3pm     Black Diamond Instructional Class - How to class

              David Good and Janet Anderson, AFG

4 pm     Is it Still a Seller's Housing Market, or is the Housing Market Going to Shift?  - Getting Real with your real estate

               Katie Rash – Berkshire & Hathaway