Broker Check

2020 Expo Schedule

Friday, September 11, 2020 @ Water's Edge Events Center

 4687 Millennium Dr., Belcamp, MD  21017

Registration Begins: 12:00 pm

Don't miss our Seven Piece Band Jazz Concert by Louis Pettinelli Entertainment - 5 pm!

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 tracks this year, that may assist you in your class decisions, but you are welcome to attend any class you choose.  The tracks are PRE-RETIREMENT, RETIRED, INVESTOR AND INFORMATION


Session 1 @ 1:00 pm

Class 1:

The Truth Every Annuity Investor Should Know - PRE-RETIREMENT

Sam Payne, RICP®, CLTC, NSSA – Asset


Class 2:

How Will You Handle Long Term Care for Your Family? - RETIRED

Jesse Cunningham,V, Insurance Specialist - Akers Financial Group


Class 3:

A-Priority on Performance  (REITS) - INVESTOR

Tony Neves, Senior VP of Capital Markets - Cottonwood Residential


Class 4:

Peace of Mind  - INFORMATION

Casey Lynch, Funeral Director - Evans Funeral Chapel


Session 2 @ 2:00 pm

Class 1:

Estate Planning Essentials: Directing Your Family’s Future  - PRE-RETIREMENT

Jennifer N. Eseed, JD, Attorney, for Mark Perkins – Perkins & Zayed


Class 2:

The Retirement Income Puzzle – How we Put the Pieces Together - RETIRED

Jeffery L. Akers, CFP®, Financial Planning Advisor - Akers Financial Group


Class 3:

Customized Asset Portfolio - INVESTOR

Bernie McVey & Alex Monk, CFP®, Financial Planning Advisors - Akers Financial Group            


Class 4:

Eight Simple Steps for Getting Your Home SOLD in Today's Market! - INFORMATION

George & Katie Rash, Realtors – Long & Foster Real Estate, Inc.    


Session 3 @ 3:00 pm

Class 1:

Tips for Maximizing Your Vacation Experience - INFORMATION

Suzanne Brophy, Travel Agent – Magical Vacation Planner
  

Class 2:

Medicare: What You Need to Know - RETIRED

Andrea Pomilla – Harford County Office on Aging


Class 3:

The Home Stretch:  Seven Things You Need to Do in the Decade Before You Retire. (Mutual Funds) - INVESTOR

J. Scott Rogers, VP & Sr. Advisor Consultant – Franklin Templeton
 

Class 4:

Maryland’s Fabulous New Protocol For Uploading Your Medical Directives – Problem is: No One Knows About It - INFORMATION

Kevin Bress,  Attorney - PK Law


Session 4 @ 4:00 pm

Class 2:  

The New Retirement Reality - PRE-RETIREMENT

Brian A. Akers, CFP®, Financial Planning Advisor – Akers Financial Group


Class 3:

Portfolios (Portfolio Manager) - INVESTOR

Mark DiOrio, CFA, CIO – Brookstone Capital Management


Class 4:

Estate Planning Strategies to Protect Your Family’s Inheritance - RETIRED

Jennifer N. Eseed, JD, Attorney, for Mark Perkins – Perkins & Zayed
  


5:00 pm – 7:00 pm

Hors d’ oeuvres / Brief Market Update / Special Entertainment 

Seven Piece Band Jazz Concert by Louis Pettinelli 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.