Upcoming Events

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If you would like to learn more about our services and philosophy we'd encourage you to review the various written and recorded insights and commentary Lincoln Financial Advisors Corp. has provided regionally or nationally on financially related topics and current issues.

Here you will find an archive of our client newsletters, distributed press releases, contributory articles, and other instances where we have served as a resource to the local, regional or national media. In turn, you will also find links for your reference and review as appropriate to your particular situation.

If you would like to receive a complimentary subscription to our electronic financial newsletter please contact us. We welcome your questions and inquiries.

Retirement Planning: What You'll Need
It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here.
The Future of Your Business: Succession Planning
Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here.
The Cost of College
The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here.

Events & Workshops

Lockwood Retirement Consulting enjoys hosting events and workshops for anyone to attend. It’s important for us that you make an educated decision when it comes to your money. Many events occur all year, so check the dates for an event near you. We hope to see you there!

Events & Workshops

Client Events

We are always participating in, and planning educational events. We have many events all year long, so check out the dates for an event near you.

Client Events

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alaska, Arizona, California, Colorado, Delaware, Florida, Idaho, Indiana, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, Oklahoma, Oregon, South Carolina, Texas, Utah, Washington

Michael Lockwood: California Insurance License #0730158

Mike Kish: California Insurance License #0H28584

Valerie Esteban: California Insurance License #0I63087

Terri Halligan: California Insurance License #OE02159

Heather Searl: California Insurance License #OK30246

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Upcoming Events

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