Walk Event
Jan
5
10:00 AM10:00

Walk Event

Join us for a Walk Event!

When: Sunday, January 5th

10 AM

Where: Cape Henlopen State Park

Meeting Location/Parking: Herring Point LARGE Parking Lot

Distance: 2.6ish miles

Details: Join us for a leisurely walk through Cape Henlopen 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 are not required until March 1st 2025.

Map: Click here

Please RSVP by Thursday, January 2nd. Should we have inclement weather, a weather announcement will be made via email within 1-2 days of the event.

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Social Security
Jan
7
10:00 AM10:00

Social Security

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

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Estate Planning
Feb
11
10:00 AM10:00

Estate Planning

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

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Walk Event!
Feb
22
10:00 AM10:00

Walk Event!

Join us for a Walk Event!

When: Saturday, February 8th

10 AM

Where: Delaware Seashore State Park- Fresh Pond- Prickly Pear Trail

Meeting Location/Parking: Prickly Pear Trailhead- Hickman Road, Ocean View, DE 19970.

Distance: 3.5 mi OR shorter trail loops available.

Details: Join us for a leisurely walk through Delaware Seashore State Park (weather permitting). Pets are welcome but optional! Please RSVP by clicking the button below. This is a longer trail, 3.5 miles is around 1.5 hours or so of walking.

SPECIAL NOTE: Passes to get into the State Park are not required until March 1st. Public restrooms can be found near the parking lot.

Please RSVP by Thursday, February 20th. Should we have inclement weather, a weather announcement will be made via email within 1-2 days of the event.

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Estate Planning
Mar
5
10:00 AM10:00

Estate Planning

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

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Walk Event!
Mar
15
9:30 AM09:30

Walk Event!

Join us for a Walk event!

When: Saturday, March 15

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, March 13th. Should we have inclement weather, a weather announcement will be made via email within 1-2 days of the event.

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Taxes in Retirement
Mar
19
10:00 AM10:00

Taxes in Retirement

Join us 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

  • 2025 Tax and other updates

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Earth Day Client Shredding Event!
Apr
22
10:00 AM10:00

Earth Day Client Shredding Event!

Please bring your unwanted or sensitive paper documents to Lokken Investment Group’s Parking lot for a complimentary shred event!

No amount of paper is too much.

Small flash drives or floppy disks also accepted.

We will have coffee available! Hope to see you there.

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Social Security
Apr
23
10:00 AM10:00

Social Security

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

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Estate Planning
May
14
1:00 PM13:00

Estate Planning

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

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Walk Event!
Dec
7
9:00 AM09:00

Walk Event!

  • Lokken Investment Group, LLC (map)
  • Google Calendar ICS

Join us for a Walk event!

When: Saturday, December 7th

9 AM

Where: LOCATION CHANGE: Killens Pond Loop

Meeting Location/Parking: Killens Pond Main Parking Lot

Distance: 2.6ish miles

Details: Join us for a leisurely walk through Killens Pond 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, December 5th. Should we have inclement weather, a weather announcement will be made via email within 1-2 days of the event.

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Taxes in Retirement
Dec
3
1:00 PM13:00

Taxes in Retirement

Join us 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

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Walk Event!
Nov
9
9:30 AM09:30

Walk Event!

  • Lokken Investment Group, LLC (map)
  • Google Calendar ICS

Join us for a Walk event!

When: Saturday, November 9th

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, November 7th. Should we have inclement weather, a weather announcement will be made via email within 1-2 days of the event.

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Estate Planning
Nov
7
1:00 PM13:00

Estate Planning

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

View Event →
Social Security
Oct
16
10:00 AM10:00

Social Security

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

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CANCELLED Walk Event!
Oct
12
9:30 AM09:30

CANCELLED Walk Event!

CANCELLED

Join us for a Walk event!

When: CANCELLED Saturday, October 12, 2024

9:30 AM

Where: Killens Pond State Park

Meeting Location/Parking: 5025 Killens Pond Rd Felton, DE 19943

Distance: 2.6ish miles

Details: Difficulty: Easy to Moderate

Trail Head: Main parking lot

The Pondside Trail offers an easy to moderate hike over a packed earth surface with many side connector trails linking to views of the pond. Follow the trail as it gently meanders through a hardwood forest, around low-growing forest understory and across gurgling streams. This trail provides many opportunities for wildlife observation and access to fishing spots around the pond via short connector trails. https://destateparks.com/wwwroot/maps/killens-pond/KillensPondMap.pdf

Map: Click here

Please RSVP by Thursday, October 12th. If inclement weather occurs, a weather announcement will be sent via email within 1-2 days of the event.

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Estate Planning
Oct
9
10:00 AM10:00

Estate Planning

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

View Event →
Taxes in Retirement
Sep
18
10:00 AM10:00

Taxes in Retirement

Join us 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

View Event →
Taxes in Retirement
Sep
10
10:00 AM10:00

Taxes in Retirement

Join us 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

View Event →
Estate Planning
Aug
6
1:00 PM13:00

Estate Planning

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

View Event →
Social Security
Jul
25
1:00 PM13:00

Social Security

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

View Event →
Estate Planning
Jun
6
1:00 PM13:00

Estate Planning

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

View Event →
Estate Planning
Jun
5
10:00 AM10:00

Estate Planning

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

View Event →
Walk Event!
May
19
9:30 AM09:30

Walk Event!

Join us for a Walk event!

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.

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Walk Event!
Apr
27
9:00 AM09:00

Walk Event!

Join us for a Walk event!

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.

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Taxes in Retirement
Apr
17
10:00 AM10:00

Taxes in Retirement

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

View Event →
Estate Planning
Mar
20
10:00 AM10:00

Estate Planning

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

View Event →
Estate Planning
Mar
19
1:00 PM13:00

Estate Planning

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

View Event →
Social Security
Mar
13
10:00 AM10:00

Social Security

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

View Event →
Taxes in Retirement
Feb
21
10:00 AM10:00

Taxes in Retirement

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

View Event →
Feb
1
1:00 PM13:00

Secure Act 2.0 Seminar

 
 

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.

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Dec
14
1:00 PM13:00

"2023 THE YEAR AHEAD" Discussion

Please join us as we discuss:

  • Key economic indicators- signs of a recession?

  • The impact of inflation and rising interest rates

  • Market volatility and strategies to "Bear It"

  • New tax brackets and the potential benefits of ROTH IRA Conversions

Seating is limited, registration is required.


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.

View Event →
May
12
10:00 AM10:00

Economic Update & Market Analysis

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.

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Mar
17
10:00 AM10:00

Invesment Workshop

  • Lokken Investment Group, LLC (map)
  • Google Calendar ICS

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.

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Feb
24
10:00 AM10:00

Investment Workshop

  • Lokken Investment Group, LLC (map)
  • Google Calendar ICS

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.

View Event →
Dec
16
10:00 AM10:00

Investment Workshop

  • Lokken Investment Group, LLC (map)
  • Google Calendar ICS

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.

View Event →
Nov
11
10:00 AM10:00

Investment Workshop

  • Lokken Investment Group, LLC (map)
  • Google Calendar ICS

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.

View Event →