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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 |
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.
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
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