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.

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.

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.

Did you receive an invitation in the mail for our Fall “Lunch and Learn” at Fish ON?

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.

If you did not receive an invitation in the mail, but you are interested in joining us, please call our office at (302) 645-6650 and we will let you know seating availability.

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. 

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.

Join us on Wednesday, April 17th, 2019 at the Lewes Public Library from 10:00 AM to Noon as we discuss preparing for the next recession.

Did you know that most "bear" markets are associated with recessions?

Come learn:

What history has taught us about recessions.

What the current economic data looks like.

Are we seeing signs of a recession?

Are stocks becoming overvalued?

And more....

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, March 20th, 2019 as we discuss preparing for the next recession.

Did you know that most "bear" markets are associated with recessions?

Come learn:

What history has taught us about recessions.

What the current economic data looks like.

Are we seeing signs of a recession?

Are stocks becoming overvalued?

And more....

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.

Join us on Wednesday, February 27th, 2019 at the Lewes Public Library for an investment workshop.

Topic: Market Manias & Speculative Bubbles

• Study economic data for a comprehensive analysis of the market.

• Identify key leading economic indicators that help forecast future recessions and the overall health of the economy.

• Learn how emotions and mathematics intersect and how NOT to get caught up in market manias and speculative bubbles.

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.

Join us for a "Lunch & Learn" at Big Fish in Rehoboth Beach, DE, Wednesday, January 30, 2019 at Noon.

Topic: "Market Meltdowns...How to Prepare for the Next Storm"

Jon Lokken, Owner & Managing Principal of Lokken Investment Group will discuss:

• How to prepare for the next big market drop.

• Is a recession on the horizon? Looking for signs.

• What does the data tell us about the economy?

• Investment strategies to weather the storms.

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 16, 2019 at the Lewes Public Library as we take a look at the current economic data continuing to evaluate the market conditions and looking for signs of a recession.  

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.

Join us on Wednesday, December 19th at the Lewes Public Library as we take a look back at 2018 and evaluate signs of market changes as we head into 2019.

We will:

• Look at key economic indicators.

• Asses signs of a recession.

• Identify investment risk and when it's time to make changes.

A current economic and market update will be 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. 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.

Join us on Wednesday, November 14th at the Lewes Public Library as we discuss how to build an all-star stock portfolio. Learn the basics of putting together your personal mutual fund. We will discuss:

1. Long-term stock investment.

2. Review the "buy/sell" discipline.

3. The importance of asset allocation and diversification.

4. Look at key economic indicators and how they influence market sectors.

A current economic and market update will be 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. 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.

Join us for a "Lunch & Learn" at FISH On in Lewes, DE, Wednesday, October 24, 2018 at Noon. (By Invitation Only)

Topic: "Market Meltdowns...Preparing for the Next Storm."

Jon Lokken, Owner & Managing Principal of Lokken Investment Group will discuss:

• A history of market crashes and recoveries.

• Strategies to prepare portfolios for "Bear" markets.

• A current economic and market update.

• Looking for signs of a recession.

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. 

Sean Merlonghi, APMA®, Vice President and Financial Advisor of Lokken Investment Group, LLC will discuss the in’s and out’s of annuities in this upcoming educational seminar.

Based on Sean’s professional experience, he will share key questions to consider before an annuity is presented as an investment option.

LEARN the basics of annuities (e.g., costs, benefits, why buy one?) and the strengths and pitfalls!!! (i.e., the good, the bad and the ugly).

Plus a current economic and market update will be 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. 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.

Learn from experienced Investment Advisor, Jonathan Lokken, CIMA at his upcoming retirement planning workshop. Learn investment strategies for volatile markets and hear a current market update. He will discuss:

1. Can you prepare for the next big market drop?

2. Is a recession on the horizon? Looking for signs.

4. Are stocks overvalued?

5. What is the data telling us about the economy?

A current economic and market update will be provided focusing on key leading economic indicators. Pre-registration is required for this event. Please call (302) 645-6650 or register below.

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.

Join us for a "Lunch & Learn" at FISH On in Lewes, DE, Wednesday, September 26, 2018 at Noon. (By Invitation Only)

Topic: "Market Meltdowns...Preparing for the Next Storm."

Jon Lokken, Owner & Managing Principal of Lokken Investment Group will discuss:

• A history of market crashes and recoveries.

• Strategies to prepare portfolios for "Bear" markets.

• A current economic and market update.

• Looking for signs of a recession.

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. 

Course: Building An All-Star Stock Portfolio.

Join us in June as we offer a one-day investment class through University of Delaware's OSHER Lifelong Learning Institute at the Lewes location.

Class Date: June 26, 2018 at 10:45 AM to 12:00 PM. 

REGISTRATION: Please register through OSHER at www.lifelonglearning.udel.edu/summer2018

Join us for a "Lunch & Learn" at FISH On in Lewes, DE, Wednesday, April 25, 2018 at Noon.

Topic: "Market Meltdowns...Preparing for the Next Storm."

Jon Lokken, Owner & Managing Principal of Lokken Investment Group will discuss:

• A history of market crashes and recoveries.

• Strategies to prepare portfolios for "Bear" markets.

• A current economic and market update.

• Looking for signs of a recession.

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. 

If you missed our March investment workshop, please join us on Wednesday, April 18, 2018 at 10 a.m. at the Lewes Library as we offer it again! 

Jon Lokken will go over:

1. A history of market meltdowns and lessons learned from those events. 

2. A current economic update.

3. Signs of a Market Bubble.

4. Strategies to Consider.  

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. 

Learn from experienced Investment Advisor, Jonathan Lokken, CIMA, at this retirement planning workshop. Learn investment strategies for volatile markets and hear a current market update. Jon will address:

• How to prepare for the next big market drop?
• Is a recession on the horizon? Looking for signs?
• What does the data tell us about the economy?

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. 

Lower taxes, Stock Market Highs, Growing Economy - Why Talk About Storms?

Join us this month as Jon Lokken, CIMA® reviews the new tax reform changes and discusses the implications for investors. Jon will:

• Review the new tax brackets and other essential tax law changes.
• What these changes mean to investors and how they may impact investing.
• Looking for signs of a recession...why talk about storms when the weather looks great?

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.

Should you be more cautious as an investor heading into 2018? 

Learn from experienced Investment Advisor, Jonathan Lokken, CIMA®  as he discusses the economy and what the data is telling us.

Jon will:

• Evaluate the data for signs of market changes.
• Asses if there are any signs of a recession on the horizon?
• Educate you on assessing risk. How do you know if you are taking on too much risk in your portfolio and when is it time to make changes?

Waiting for a storm to hit is too late to prepare. Join us at this seminar as we continue to monitor the economy and market conditions and look for investment opportunities in 2018.

Pre-registration is required. You may also call our office at 302.645.6650.