Aug
16
11:00 am11:00

DelTech Encore Lunch & Learn Series

Topic: Putting It All Together: An Investment Basics Workshop

Date: Wednesday, August 16th

Time: 11:00 AM - 1:00 PM

Registration: Through DelTech Encore Lunch & Learn Seminars

Description: Join us for an overview of how investing works and the key components in successful investing. Stocks, bonds, commodities, and alternatives – how are they different? Let’s take a look at each and how they are best utilized. Do you want to know your investment risk tolerance level? We will show you ways to identify your risk tolerance and comfort level with investing. We will also explain why asset allocation and diversification are so important and show how different “asset allocation buckets” can help manage investment risk and market volatility.  A current market analysis will also be provided, as key economic indicators are reviewed for signs of recession.

PLEASE CALL 302-259-6330 TO REGISTER THROUGH DELAWARE TECHNICAL COMMUNITY COLLEGE, ENCORE LUNCH AND LEARN SEMINARS.

Sep
5
10:45 am10:45

UDel's OSHER Lifelong Learning (Lewes Campus)

"Investing for the Rest of Your Life"

During the month of September, we are excited to continue to teach at the University of Delaware's OSHER Lifelong Learning Institute in Lewes, DE. Please check www.lifelonglearning.udel.edu/lewes for registration details. 

In this three week course, we will look at investment strategies focused on those who are retired or getting ready for retirement. We will teach how to invest using a common sense, fact-based approach in layman's language and provide adequate time for questions and class participation. 

This three week course will be held on Tuesdays from 10:45 AM to 12:15 PM.

Class dates are September 5, 12 and 19. 

Class size is limited to 20 students.

Sep
13
10:00 am10:00

Fall Seminar Series (September through December)

Please join us the third Wednesday of each month at the Lewes Public Library from 10:00 AM to Noon as we present interesting retirement investment topics each month along with current economic and market analyses. Registration will open in early August. Class size limited to 20.

Seminar Dates:

September 13, 2017

October 18, 2017

November 15, 2017

December 20, 2017

 

 

Sep
26
10:45 am10:45

UDel's OSHER Lifelong Learning (Lewes Campus)

"Building An All-Star Stock Portfolio"

In this one-day course, learn the basics of putting together your personal mutual fund. We will discuss what to look for in a good potential long-term stock investment, review the "buy/sell discipline" and when it may be the best time to exit an investment. We'll discuss asset allocation and diversification. We'll take a look at key economic indicators and how they may influence market sectors.

REGISTRATION DETAILS: This course is being taught through University of Delaware's OSHER Lifelong Learning Institute at the Lewes campus. Please visit www.lifelonglearning.udel.edu/lewes for registration details.

This class is limited to 20 students.

Oct
21
Oct 22

Delaware Resorts 55+ Expo

Come by and visit us at the 2017 55+ Expo at Cape Henlopen High School. We are excited to participate in this expo again this year; and proud to be a part of the Lewes community.


Jun
13
10:00 am10:00

OSHER Course: Investing for the Rest of Your Life

  • OSHER Lifelong Learning Institute- Lewes

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.

May
17
10:00 am10:00

SEMINAR SERIES: Building an All-Star Stock Portfolio

  • Lewes Public Library (Large Mtg. Room)

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.

Apr
26
10:00 am10:00

SEMINAR SERIES: Putting It All Together

  • Lewes Public Library (Large Mtg. Room)

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.

Apr
22
Apr 23

2017 Home Expo

  • Cape Henlopen High School

Stop by and see us at the 2017 Home Expo at Cape Henlopen High School. We are excited to be a part of this exciting two-day event held local in Lewes, DE.

Mar
29
2:00 pm14:00

Client Event at Painting with a Twist

Client Event - Painting with a Twist

We are excited to hold this fun activity for our clients! Looking forward to painting together on Wednesday, March 29th, 2017 from 2:00 PM to 4:00 PM. Please call our office for registration details.

Mar
15
10:00 am10:00

SEMINAR SERIES: Retirement Income Workshop

  • Lewes Pubic Library (Large Mtg. Room)

 

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.

Feb
15
10:00 am10:00

SEMINAR SERIES: Top Mistakes Investors Make

  • Lewes Public Library (Large Mtg. Room)

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.

Jan
18
10:00 am10:00

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

  • Lewes Public Library (Large Mtg. Room)

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.