Back to All Events

"Investing with a Purpose"

  • Lewes Public Library 111 Adams Avenue Lewes, DE, 19958 United States (map)

Join us as we aim to understand the growing trend of Environmental, Social, and Governance (ESG) investing.

Understand ESG investing and how it could potentially meet your investment needs while also mobilizing your interests.

Key Questions To Be Addressed:

  1. What is ESG investing and how does it work?

  2. What type of investor are you?

  3. What resources are available and where do I start?

  4. What are the pros and cons of ESG investing.

  5. 5. Putting together an ESG portfolio.

Lewes Public Library

Wednesday, May 15th, 2019

10:00 AM to Noon

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.

Earlier Event: April 17
"Preparing for the Next Recession"
Later Event: June 13
10th Annual Summer Kick-Off Picnic