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.