Venue
Water's Edge Events Center LLC
Water's Edge Events Center LLC, 4687 Millennium Dr, Belcamp, MD 21017, USA

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Event Date Fri Apr 3 EDT (over 4 years ago)
Location Water's Edge Events Center LLC
4687 Millennium 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

2020 Speakers

Alex Monk, CFP®
Financial Planning Advisor

Andrea Pomilla
Harford County Office on Aging

Bernie McVey, M.B.A.
Financial Planning Advisor

Brian A. Akers, CFP®
President & Founder, Financial Planning Advisor

Casey Lynch
Licensed Funeral Director, Evans Funeral Chapel

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

Jeffery L. Akers, CFP®
Vice President, Financial Planning Advisor

Jennifer Essed
Attorney, Perkins & Zayed

Jesse Cunningham, V
Akers Financial Group, Insurance Specialist

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

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

Kevin Bress
Attorney

Mark DiOrio CFA
Cheif Investment Officer, Brookstone Capital Management

Sam Payne
Investment Advisor Representative, Asset Marketing Systems

Suzanne Brophy
Travel Agent

Tony Neves
Senior Vice President, Capital Markets - Northeast at Cottonwood Residential

Sponsors & Partners

2020 Sponsors

• PK Law
• Brookstone Capital Management
• Evans Funeral Chapel and Cremation Services
• Nutramax Laboratories Inc
• Harford Country Mary Land
• Franklin Templetion Investments
• Long and Foster Real State Inc.
• Katie Rash & The Rash Team
• AKERS Tax Services
• AKERS Financial Group
• Wildermuth Asset Managament
• Asset
• Kalos Financial
• Perkins & Zayed
• Cottonwood Communities
• Magical Vacation Planner