Join us for a Discussion on Social Security Planning. Discover what it means to claim early, claim later, work while claiming, what your Full Retirement Age is and more!
Agenda:
Introduction
Social Security Planning sections 1-3
When: Sunday, May 19th, 2024
9:30 AM
Where: Prime Hook National Wildlife Refuge
Meeting Location/Parking: 11978 Turkle Pond Rd, Milton, DE 19968
Distance: 2.6ish miles
Details: Join us for a leisurely walk through Prime Hook (weather permitting). Leashed pets are welcome but optional! Please RSVP by clicking the button below.
Map: Click here
Please RSVP by Thursday, May 16th. Should we have inclement weather, a weather announcement will be made via email within 1-2 days of the event.
Join us for a discussing regarding Estate Planning. We will cover the Probate process, Wills, Trusts, common Estate Planning documents, and more!
Agenda:
Introduction
Estate Planning sections 1-3
Join us for a discussing regarding Estate Planning. We will cover the Probate process, Wills, Trusts, common Estate Planning documents, and more!
Agenda:
Introduction
Estate Planning sections 1-3
Join us on February 21st to discuss Taxes in Retirement, an hour and a half seminar discussing various taxes a Retiree may face.
Agenda:
Introduction
Taxes in Retirement Sections 1-3
2024 Tax and other updates
When: Saturday April 27th, 2024
9 AM
Where: Walking Dunes Trail, Cape Henlopen State Park
Meeting Location/Parking: Herring Point/Gordon’s Pond Parking Lot located within the Cape State Park
Distance: 2.6ish miles
Details: Join us for a leisurely walk through Cape State Park (weather permitting). Pets are welcome but optional! Please RSVP by clicking the button below.
SPECIAL NOTE: Passes to get into the State Park will not be provided. Please prepare to pay the entrance fees for the park.
Map: Click here
Please RSVP by Thursday, April 25th. Should we have inclement weather, a weather announcement will be made via email within 1-2 days of the event.
Join us on February 21st to discuss Taxes in Retirement, an hour and a half seminar discussing various taxes a Retiree may face.
Agenda:
Introduction
Taxes in Retirement Sections 1-3
2024 Tax and other updates
Join us for a discussing regarding Estate Planning. We will cover the Probate process, Wills, Trusts, common Estate Planning documents, and more!
Agenda:
Introduction
Estate Planning sections 1-3
Join us for a discussing regarding Estate Planning. We will cover the Probate process, Wills, Trusts, common Estate Planning documents, and more!
Agenda:
Introduction
Estate Planning sections 1-3
Join us for a Discussion on Social Security Planning. Discover what it means to claim early, claim later, work while claiming, what your Full Retirement Age is and more!
Agenda:
Introduction
Social Security Planning sections 1-3
Join us on February 21st to discuss Taxes in Retirement, an hour and a half seminar discussing various taxes a Retiree may face.
Agenda:
Introduction
Taxes in Retirement Sections 1-3
2024 Tax and other updates
Join us as at our Estate Planning Seminar. We will discuss strategies to help maximize your legacy while minimizing tax liability.
April 27th, 2023, at 10:00am
Lewes Public Library
111 Adams Ave
Lewes, DE 19958
Seating is limited so please RSVP by April 19th to Caitlin at 302-645-6650 or cmurphy@lokkeninvest.com
Join us as at our Estate Planning Seminar. We will discuss strategies to help maximize your legacy while minimizing tax liability.
April 25, 2023, at 1:00pm
Lewes Public Library
111 Adams Ave
Lewes, DE 19958
Seating is limited so please RSVP by April 19th to Caitlin at 302-645-6650 or cmurphy@lokkeninvest.com
Disclaimer: The material shown is for informational purposes only. Past performance is not indicative of future performance, and all investments are subject to the risk of loss. Forward-looking statements are subject to numerous assumptions, risks, and uncertainties, and actual results may differ materially from those anticipated in forward-looking statements. As a practical matter, no entity is able to accurately and consistently predict future market activities. While efforts are made to ensure information contained herein is accurate, Lokken Investment Group, LLC cannot guarantee the accuracy of all such information presented. Material contained in this publication should not be construed as accounting, legal, or tax advice. This message is intended to be educational in nature and does not represent tax or legal advice. Lokken Investment Group, LLC is neither an accounting firm nor a law firm, and we encourage the reader to consult a tax or legal expert for specific tax or legal advice. The information provided is derived from sources deemed to be reliable, but we are unable to guarantee its reliability. For more information about Lokken Investment Group, LLC and services provided, please contact us at jlokken@lokkeninvest.com or 302-645-6650.
Disclaimer: The material shown is for informational purposes only. Past performance is not indicative of future performance, and all investments are subject to the risk of loss. Forward-looking statements are subject to numerous assumptions, risks, and uncertainties, and actual results may differ materially from those anticipated in forward-looking statements. As a practical matter, no entity is able to accurately and consistently predict future market activities. While efforts are made to ensure information contained herein is accurate, Lokken Investment Group, LLC cannot guarantee the accuracy of all such information presented. Material contained in this publication should not be construed as accounting, legal, or tax advice. This message is intended to be educational in nature and does not represent tax or legal advice. Lokken Investment Group, LLC is neither an accounting firm nor a law firm, and we encourage the reader to consult a tax or legal expert for specific tax or legal advice. The information provided is derived from sources deemed to be reliable, but we are unable to guarantee its reliability. For more information about Lokken Investment Group, LLC and services provided, please contact us at jlokken@lokkeninvest.com or 302-645-6650.
When: May 12th 10 AM
Where: Lewes Public Library
Please join us on May 12th at 10 AM for a Market Update and Economic Analysis Discussion. We will take a look at where we are in the Economy and Markets, as well as review what’s happening in Washington DC, and any legislation changes we can expect in the future regarding your retirement assets.
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.
Join us on Thursday, March 17, 2022 at the Lewes Public Library for an investment workshop. Topic TBD.
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.
Join us on Thursday, February 24, 2022 at the Lewes Public Library for an investment workshop. Topic TBD.
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.
Join us on Thursday, December 16, 2021 at the Lewes Public Library for an investment workshop. Topic TBD.
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.
Join us on Thursday, November 11, 2021 at the Lewes Public Library for an investment workshop. Topic TBD.
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.
Join us on Thursday, October 14, 2021 at the Lewes Public Library for an investment workshop.
We will be discussing:
Roth IRA Conversions. What are they and when do they work best?
How to position investments to lower tax liabilities.
Preparing for retirement income distributions. Increase cash flow without increasing taxes.
Beneficiary Options. How to protect your beneficiaries from unnecessary taxes.
The happenings in Washington, DC
Additionally, we will be providing an economic and market update along with our view on investment risks and opportunities.
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.
Join us on Thursday, September 16, 2021 at the Lewes Public Library for an investment workshop. Topic of Discussion is Tax Planning in Retirement. We will be discussing how to manage taxes during the 4 stages of retirement and how you may be able to lower your tax bill.
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.
Join us on Wednesday, June 23rd, 2021 at the Lewes Public Library for “A Mid-Year Review”.
We will be discussing:
Current Economic Indicators
Inflation Trends
Longer Term Growth Prospects
Portfolio Positioning Implications
Service Updates
Can’t make it on the 23rd or prefer to join us from the leisure of your own home? Subscribe to our email list for replay links after the event!
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.
Join us on Wednesday, May 20th, 2020 at the Lewes Public Library for an investment workshop. Topic TBD.
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.
Join us on Wednesday, April 15th, 2020 at the Lewes Public Library for an investment workshop. Topic TBD.
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.
Come say hi at our booth in the 2020 Spring Home Expo! You will see us from 9 AM until 4 PM on Saturday, April 4th and from 10 AM until 3 PM on Sunday, April 5th. Come grab some goodies and enjoy some of the area’s best Financial, Mortgage, and Home Products vendors (just to name a few!).
Is The Market Infected? Coronavirus Raises Recession Fears
Join us on Wednesday, March 18th, 2020 at the Lewes Public Library for our discussion on “Preparing for the Next Recession”. We will be covering what history has taught us when previous viral outbreaks have affected the market, an economic and market update, and why risk assessment is so important. Light refreshments provided.
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.
Join us on Wednesday, February 19th, 2020 at the Lewes Public Library to learn how this new legislation impacts your retirement savings and may warrant changes to your retirement investment strategy. We will be discussing: New Required Minimum Distribution rules, major impacts for IRA beneficiaries, strategies to limit tax impact for future generations, and how Roth IRA conversions may now make sense for certain retirees.
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.
Join us on Wednesday, January 15th, 2020 at the Lewes Public Library to learn how this new legislation impacts your retirement savings and may warrant changes to your retirement investment strategy. We will be discussing: New Required Minimum Distribution rules, major impacts for IRA beneficiaries, strategies to limit tax impact for future generations, and how Roth IRA conversions may now make sense for certain retirees.
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.
Join us on Wednesday, December 18, 2019 at the Lewes Public Library for an investment workshop. Let’s take a look back at 2019 and what we have learned moving forward into 2020.
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.
Join us on Wednesday, November 20th, 2019 at the Lewes Public Library for an investment workshop as we take a look at what history has taught us about recessions. We will also present current economic and market data and see what the leading economic indicators are showing.
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.
Save the Date for the Annual Lokken Investment Group Client Briefing.
This year’s event will be held on Thursday, November 7th.
Join us for Breakfast: 9:30 AM
Briefing meeting will start at time 10:00 AM.
Location: Atlantic Sands Hotel and Conference Center
More details to come….
Stop by to see us this fall at the Annual Delaware Resorts 55+ Expo held on Saturday, November 2, 2019 from 9:00 AM to 5:00 PM. The Lokken Team looks forward to seeing you there!
Join us on Thursday, September 26, 2019 at the Lewes Public Library for an investment workshop as we take a look at what history has taught us about recessions. We will also present current economic and market data and see what the leading economic indicators are showing.
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.
Great….we are excited to have you join us on Wednesday, September 25, 2019 for our session on "Preparing for the Next Recession.” Please click the “Enroll Now” button below and we will call you shortly to confirm and gather your lunch selections.
Please note that due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider our policy to give preferential seating to qualified first time attendees. Reservations are subject to Advisor’s approval.
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.
