Venue
Water's Edge Events Center
Water's Edge Events Center, 4760 Water Park Dr, Belcamp, MD 21017, USA

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Event Date Fri Mar 23 EDT (over 6 years ago)
Location Water's Edge Events Center
4760 Water Park Dr, Belcamp, MD 21017, USA
Region Americas
Details

The Expo includes exhibitors, professional speakers and timely workshops, all featuring thought-provoking topics relating to your retirement. Workshops will help to educate you in areas of financial planning, taxes and many other wealth services you won’t want to miss!

Traditional retirement planning generally consisted of Social Security, a pension and personal savings. But for today’s retirees, the picture is quite different. The Expo workshops can help emerging retirees and current retirees understand changes, the best approach, the best way to guarantee your income and what part each component plays in the overall goal to make your money last a lifetime.

Speakers

2018 Speakers

Brian A. Akers, CFP
President and Founder, Financial Planning Advisor

Jeffery L. Akers
Vice President, Financial Planning Advisor

Saul Dougherty
Senior Director, Capital Markets, CW Market Groups

Casey Lynch
Licensed Funeral Director, Evans Funeral Chapel

Bernard P. McVey, M.B.A.
Financial Planning Advisor

Alexander J. Monk, CFP®
Agent, Akers Financial Group

Carole Novak
Dream Vacations Specialist, CruiseOne

Sam Payne
Investment Advisor Representative, Asset Marketing Systems

George Rash
Realtor, Long & Foster Real Estate, Inc.

Katie Rash
Senior Real Estate Specialist, Long & Foster Real Estate, Inc.

J. Scott Rogers
Vice President, Senior Advisor Consultant, Franklin Templeton

Bill Streiff
Allianz Life Financial Services, LLC

Daniel Wildermuth
Co-Founder & Chief Executive Officer, Kalos Financial

Craig Arsenault
Senior Vice President, Griffin Capital Securities

Joseph Conville
Regional Director, W.E.Donoghue & Co., Inc.

Mark D. Perkins
Principal Attorney, Perkins & Zayed

Sponsors & Partners

2018 Sponsors

• Cairnes Tapley
• EVANS Funeral Chapel and Cremation Services
• Dream Vacations
• One America
• Nutramax Laboratories Inc
• Griffin Capital Guardians of Wealth
• Harford County Maryland
• Franklin Templeton Investments
• Long & Foster real Estate Inc
• W.E. Donoghue & Co. Inc
• Katie Rash & The Rash Team
• Akers Tax Services
• Akers Financial Group
• CFP Certified Financial Planner