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.
- 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.