Michael Lockwood, CFP®, CRPC®
18400 Von Karman Ave., Suite 550
Irvine, CA 92612
949-474-6842
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Event Calendar

We are always participating in, and planning educational events. Below is a listing of events we held in 2017.

Check back periodically for updates to our Event Calendar and to see planned events in 2018.

 

2017 Events
Retirement Planning and Educational Workshops

Hosted by Mike Lockwood and Associates

Enjoy an evening with us and learn about smart social security planning! Meet knowledgeable and experienced advisors and listen to presentations that will help answer critical questions you may have about your future financial needs. Sweet treats/snacks and beverages will be served.

Mike and his team have been involved in several Social Security and Retirement Planning Workshops in 2017 and plan to continue their involvement this year. Please check back here occasionally to see when and where the seminars will be held, or call/email Burcu Kalaycioglu and let her know that you are interested in attending a workshop in the future. Burcu’s email is burcu.kalaycioglu@lfg.com, phone: 949-474-6850.

Second Annual Retirement Readiness Day
Dates: October 11 and October 17, 2017
Time: 10:00 am – 4:00 pm
Campus: Torrance Memorial Medical Center

Social Security and Retirement Planning Workshop
Date: November 7, 2017
Time: 6:30 pm – 8:30 pm
Campus: Torrance Memorial Medical Center

Date: November 16, 2017
Time: 6:00 pm – 8:00 pm
Campus: San Antonio Regional Hospital

Mike Lockwood typically covers the following topics in the workshops ~ Social Security for Baby Boomers and Keeping Your Retirement on track with Retirement Income Illustrator.

For details about these workshops, please call Burcu Kalaycioglu at 949-474-6850.


 

Benefit Fairs that Mike and/or Team attended in 2017:

In addition to the above mentioned speaking engagements Mike Lockwood and Associates continually participate in Benefit Fairs and Conferences. The Benefit Fair events provide opportunities for current clients and prospective clients to meet and discuss retirement savings opportunities. The dates of the benefit fairs for 2017 were:

2017 Benefit Fairs attended by Mike and team:

Tuesday, Oct. 3rd – Yorba Linda Water District
Wednesday, Nov. 1st – Orange Coast Memorial Medical Center
Thursday, Nov. 2nd – Torrance Memorial Medical Center
Thursday, Nov. 2nd – San Antonio Regional Hospital
Monday, Nov. 6th – Community Hospital Long Beach
Monday, Nov. 6th – Long Beach Memorial Medical Center
Tuesday, Nov. 7th – Saddleback Memorial Medical Center, Laguna Hills

 


 

Mike Lockwood’s 2018 Professional Development Events

February 9 – 11, 2018

ABS Annual Sales Meeting ~ Austin, Texas

 

February 10 – 13, 2018

Spring Forum ~ Austin, Texas

 

March 22, 2018

Strategic Coach ~ Santa Monica, California

 

April 23 – 27, 2018

The Resource Group Annual Meeting ~ Las Vegas, Nevada

 

May 29 – June 1, 2018

Chairman's Council ~ Buenos Aires, Argentina

 

June 28, 2018

Strategic Coach ~ Santa Monica, California

 

July 14 – 18, 2018

Presidents' Cabinet ~ Broadmoor, Colorado