Sep
26
12:00 PM12:00

FISH ON "Lunch & Learn" (By Invitation Only)

Join us for a "Lunch & Learn" at FISH On in Lewes, DE, Wednesday, September 26, 2018 at Noon. (By Invitation Only)

Topic: "Market Meltdowns...Preparing for the Next Storm."

Jon Lokken, Owner & Managing Principal of Lokken Investment Group will discuss:

  • A history of market crashes and recoveries.

  • Strategies to prepare portfolios for "Bear" markets.

  • A current economic and market update.

  • Looking for signs of a recession.

 

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. 

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Sep
27
10:00 AM10:00

"Market Meltdowns...How to Prepare for the Next Storm"

Learn from experienced Investment Advisor, Jonathan Lokken, CIMA at his upcoming retirement planning workshop. Learn investment strategies for volatile markets and hear a current market update. He will discuss:

1. Can you prepare for the next big market drop?

2. Is a recession on the horizon? Looking for signs.

4. Are stocks overvalued?

5. What is the data telling us about the economy?

A current economic and market update will be provided focusing on key leading economic indicators. Pre-registration is required for this event. Please call (302) 645-6650 or register below.

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. Lokken Investment Group, LLC does not provide tax advice nor tax recommendations. No specific tax advice nor recommendations will be provided at this workshop. You should seek tax advice from a tax professional.

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Oct
17
10:00 AM10:00

Annuities: The Good, The Bad & The Ugly

Join us on Wednesday, October 17th at the Lewes Public Library as we discuss annuities. When are annuities right and how do you determine if it is the best solution to your retirement planning needs. We'll discuss:

1. Integrating annuities in your overall retirement income strategy.

2. Pitfalls of annuities.

3. Already have annuities, should you liquidate and is there a best time to liquidate?

A current economic and market update will be provided.

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. Lokken Investment Group, LLC does not provide tax advice nor tax recommendations. No specific tax advice nor recommendations will be provided at this workshop. You should seek tax advice from a tax professional.

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Nov
14
10:00 AM10:00

"Building An All-Star Stock Portfolio"

Join us on Wednesday, November 14th at the Lewes Public Library as we discuss how to build an all-star stock portfolio. Learn the basics of putting together your personal mutual fund. We will discuss:

1. Long-term stock investment.

2. Review the "buy/sell" discipline.

3. The importance of asset allocation and diversification.

4. Look at key economic indicators and how they influence market sectors.

A current economic and market update will be provided.

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. Lokken Investment Group, LLC does not provide tax advice nor tax recommendations. No specific tax advice nor recommendations will be provided at this workshop. You should seek tax advice from a tax professional.

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Dec
19
10:00 AM10:00

"2019: The Year Ahead"

Join us on Wednesday, December 19th at the Lewes Public Library as we take a look back at 2018 and evaluate signs of market changes as we head into 2019.

We will:

  • Look at key economic indicators.
  • Asses signs of a recession.
  • Identify investment risk and when it's time to make changes.

A current economic and market update will be provided.

 

 

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. Lokken Investment Group, LLC does not provide tax advice nor tax recommendations. No specific tax advice nor recommendations will be provided at this workshop. You should seek tax advice from a tax professional.

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Jun
26
10:45 AM10:45

OSHER Lifelong Learning (Lewes Campus)

  • OSHER Lifelong Learning Institute- Lewes (map)
  • Google Calendar ICS

Course: Building An All-Star Stock Portfolio.

Join us in June as we offer a one-day investment class through University of Delaware's OSHER Lifelong Learning Institute at the Lewes location.

Class Date: June 26, 2018 at 10:45 AM to 12:00 PM. 

REGISTRATION: Please register through OSHER at www.lifelonglearning.udel.edu/summer2018

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Apr
25
12:00 PM12:00

FISH ON "Lunch & Learn"

Join us for a "Lunch & Learn" at FISH On in Lewes, DE, Wednesday, April 25, 2018 at Noon.

Topic: "Market Meltdowns...Preparing for the Next Storm."

Jon Lokken, Owner & Managing Principal of Lokken Investment Group will discuss:

  • A history of market crashes and recoveries.

  • Strategies to prepare portfolios for "Bear" markets.

  • A current economic and market update.

  • Looking for signs of a recession.

 

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. 

View Event →
Apr
18
10:00 AM10:00

"Market Meltdowns... Preparing for the Next Storm"

If you missed our March investment workshop, please join us on Wednesday, April 18, 2018 at 10 a.m. at the Lewes Library as we offer it again! 

Jon Lokken will go over:

1. A history of market meltdowns and lessons learned from those events. 

2. A current economic update.

3. Signs of a Market Bubble.

4. Strategies to Consider.  

Pre-registration is required. You may also call our office at 302.645.6650.

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. 

View Event →
Mar
21
10:00 AM10:00

"Market Meltdowns - Preparing for the Next Storm"

Learn from experienced Investment Advisor, Jonathan Lokken, CIMA, at this retirement planning workshop. Learn investment strategies for volatile markets and hear a current market update. Jon will address:

  • How to prepare for the next big market drop?
  • Is a recession on the horizon? Looking for signs?
  • What does the data tell us about the economy?

Pre-registration is required. You may also call our office at 302.645.6650.

 

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. 

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Feb
21
10:00 AM10:00

"Tax Reform - What It Means to You As An Investor"

Lower taxes, Stock Market Highs, Growing Economy - Why Talk About Storms?

Join us this month as Jon Lokken, CIMA® reviews the new tax reform changes and discusses the implications for investors. Jon will:

  • Review the new tax brackets and other essential tax law changes.
  • What these changes mean to investors and how they may impact investing.
  • Looking for signs of a recession...why talk about storms when the weather looks great?

Pre-registration is required. You may also call our office at (302) 645-6650.

Disclaimer: This event is educational in nature. No specific products will be discussed. No one investment program is suitable for all types of investors. This workshop is for educational and informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable investment programs for you. Lokken Investment Group, LLC does not provide tax advice nor tax recommendations. No specific tax advice nor recommendations will be provided at this workshop. You should seek tax advice from a tax professional.

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Jan
24
10:00 AM10:00

"2018 The Year Ahead...Are Stocks in a Bubble?"

Should you be more cautious as an investor heading into 2018? 

Learn from experienced Investment Advisor, Jonathan Lokken, CIMA®  as he discusses the economy and what the data is telling us.

Jon will:

  • Evaluate the data for signs of market changes.
  • Asses if there are any signs of a recession on the horizon?
  • Educate you on assessing risk. How do you know if you are taking on too much risk in your portfolio and when is it time to make changes?

Waiting for a storm to hit is too late to prepare. Join us at this seminar as we continue to monitor the economy and market conditions and look for investment opportunities in 2018.

Pre-registration is required. You may also call our office at 302.645.6650.

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