Feb
28
12:00 PM12:00

FISH ON "Lunch & Learn"

Join us for a "Lunch & Learn" session as Jon Lokken discusses the new tax reform and the implications for investors. Jon will review the new tax brackets and other essential tax law changes. He will also discuss what these changes mean to investors and how they impact investing. 

Pre-register below or call (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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Mar
21
10:00 AM10:00

"8 Retirement Pitfalls You Should Avoid"

How Will You React If the Stock Market Has a Major Correction?

With over 20 years of experience, Jon Lokken,CIMA®  will review the common retirement pitfalls he has observed in investment management.

Jon will:

  • Teach common investor pitfalls from emotional, reactionary decisions to complaceny.
  • Concerned about affording retirement and making emotional decision?
  • Worried about being caught up in a stock market bubble?
  • Not sure your portfolio can survive another "2008" storm?

Join us at this seminar to learn how to avoid common pitfalls investors make. Jon will also present a current economic and market overview and continue to monitor market conditions for signs of a recession.

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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Apr
18
10:00 AM10:00

"Retirement Income Strategies"

If we have a market correction, recession or enter into a bear market, are you worried about running out of money?

Join us as Jon Lokken,CIMA®  discuss the top fears of retirees and how to address those fears.

Jon will:

  • Teach how to create sustainable income flow through investing.
  • How do annuities impact income flow.
  • Is social security enough to sustain expenses during retirement and if not, how can investing help?
  • How much money should you have set aside if a storm arises, and when should you start planning for that storm?

Jon Lokken will also present a current economic and market update as he continues to monitor the data for market changes and signs of a recession.

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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May
16
10:00 AM10:00

"Building an All-Star Stock Portfolio"

Understanding Maximum Risk versus Times for Opportunities - How Your Portfolio Adapts in Changing Markets

Learn the basics of putting together a stock portfolio from Jon Lokken,  CIMA® as he discusses:

  • What to look for in a good potential long-term stock investment?
  • What is a "buy/sell" discipline?
  • How do you know the best time to exit an investment?
  • Are there alternatives to selling?
  • How is asset allocation and diversification used in stock portfolios?

These questions and more will be discussed in this workshop. A current economic and market analysis will also be provided.

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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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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Dec
20
10:00 AM10:00

"2018 The Year Ahead"

Learn from experienced Investment Advisor, Jonathan Lokken, CIMA® at his upcoming workshop as he discusses:

  • An economic & market forecast.
  • Discovering investment opportunities in 2018.
  • Assessing risk...what's your risk profile?
  • Market meltdowns & understanding the warning signs.
  • Working with a "Fiduciary." What does it mean?

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

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Nov
15
10:00 AM10:00

"7 Investment Mistakes You Must Avoid"

 

 

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
  • Avoiding unnecessary risk
  • Strategies to create sustainable income
  • Preparing for the next "market meltdown"

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
25
12:00 PM12:00

INVESTMENT WORKSHOP at FISH ON

Join us for a complimentary lunch, while Jon Lokken discusses investment strategies to weather the storms. 

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

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Oct
18
10:00 AM10:00

"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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Sep
20
10:00 AM10:00

"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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Jun
13
10:00 AM10:00

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
10:00 AM10:00

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
10:00 AM10:00

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
10:00 AM10:00

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
10:00 AM10:00

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
10:00 AM10:00

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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