Sep
20
10:00am10:00am

"Affording Retirement - Income Strategies Beyond Social Security"

The average retirement last 8,000 days. Let's take a look at income strategies to help you enjoy your retirement years. 

In this workshop, we'll discuss:

  • Three main sources for retirement income
  • Key investment definitions and products
  • Strategies for creating investment income
  • Asset allocation, diversification, buy/sell discipline and rebalancing

A current market analysis will also be provided looking at key economic indicators.

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

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Oct
18
10:00am10:00am

"Market Meltdowns - How to Prepare 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.

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Nov
15
10:00am10:00am

"Do's and Don'ts of Investing"

 

 

We all make mistakes. How do you get past your fears of being in the stock market after you've had a bad experience?

In this workshop, we'll discuss:

  • Setting realistic time frames
  • The intersection of emotion and mathematics in investing
  • Assessing your risk tolerance

A current market analysis will also be provided looking at key economic indicators.

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

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Dec
20
10:00am10:00am

"2018 - The Year Ahead"

As we move into the New Year, have you assessed your investment roadmap? Does it still match your investment goals?

Let's get financially fit together as we look towards bringing in the New Year and identify ways to assess your investment roadmap.

A current market analysis will also be provided looking at key economic indicators.

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

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Jun
13
10:00am10:00am

OSHER Course: Investing for the Rest of Your Life

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

Join us in June as we offer a three week investment class through University of Delaware's OSHER Lifelong Learning Institute at the Lewes location. Class Dates: June 13, 20, and 27 from 10:00 AM to 12:00 PM. 

Course Description: Investing at different stages of your life requires different strategies geared toward different outcomes. Investment strategies focused on those who are retired or getting ready for retirement are certainly different from those strategies that are more helpful for investors who are in their early career years. This course will teach those in a retirement phase of their life how to invest using a common sense, fact-based approach. The course offers professional techniques presented in layman’s language. Adequate time will be provided for questions and interactive discussions in each class. A variety of media, including PowerPoint presentations, handouts, and worksheets, will be included throughout each class. Class is limited to 20 students. (Course #: SO-17J-1EC22)

REGISTRATION: Please see OSHER course catalog for registration details.

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May
17
10:00am10:00am

SEMINAR SERIES: Building an All-Star Stock Portfolio

  • Lewes Public Library (Large Mtg. Room) (map)
  • Google Calendar ICS

Building an All-Star Stock Portfolio

Learn the basics of putting together your personal mutual fund.

  • What to look for in a good potential long term stock investment
  • Understanding when it may be time to sell
  • Why diversification is so important

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

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Apr
26
10:00am10:00am

SEMINAR SERIES: Putting It All Together

  • Lewes Public Library (Large Mtg. Room) (map)
  • Google Calendar ICS

Putting it All Together

Stocks, Bonds, Commodities and Alternatives. Portfolio construction techniques

  • A primer on investment basics
  • Understanding the risk, and the potential, of different investment assets.
  • What is an “asset allocation” and why it is so very important.

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

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Mar
15
10:00am10:00am

SEMINAR SERIES: Retirement Income Workshop

  • Lewes Pubic Library (Large Mtg. Room) (map)
  • Google Calendar ICS

 

Retirement Income Workshop

How to make your investments work harder for you and increase your income.

  • Not happy with 1% CD returns?

  • What investment options can help you increase your income, without taking more risk than is appropriate?

  • Can dividend stocks be a potential solution?

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

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Feb
15
10:00am10:00am

SEMINAR SERIES: Top Mistakes Investors Make

  • Lewes Public Library (Large Mtg. Room) (map)
  • Google Calendar ICS

Top Mistakes Investors Make

Learn the common mistakes we have seen and how we are often our own worst enemy.

  • How many mistakes have you made?

  • Avoiding the big mistakes is often more important than picking the big winners.

  • It’s not hard, it’s just not easy.

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

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Jan
18
10:00am10:00am

SEMINAR SERIES: 2017 - The Year Ahead: Assessing Your Investment Roadmap

  • Lewes Public Library (Large Mtg. Room) (map)
  • Google Calendar ICS

2017 – The Year Ahead: Assessing Your Investment Roadmap

Creating an investment roadmap tailored to your financial goals and needs

  • Given the new political dynamics of a Trump administration, what strategies should you consider?
  • Where are we in the economic cycle? Is it time to worry about a recession?
  • How to identify the economic signals you need to survive the next “bear market.”

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

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