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
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.
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
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.
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
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
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.
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 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 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 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 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
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.
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.
