Michael Lockwood, CFP®, CRPC®
18400 Von Karman Ave., Suite 550
Irvine, CA 92612
949-474-6842
We are always participating in and planning educational events. Below is a listing of events we held in 2019. We are not planning any in-person events for 2020 due to Covid-19.
Check back periodically for updates to our event calendar and to see planned events.
Mike and his team have been involved in several educational workshops in 2019 and plan to continue their involvement in 2019. 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.
Lunch ‘n Learn Seminar
Dates: May 20, 2019
Time: 12:00 pm – 12:30 pm
Campus: San Antonio Regional Hospital
Lunch ‘n Learn Seminar
Dates:
July 23, 2019
July 24, 2019
August 5, 2019
August 6, 2019
August 21, 2019
August 22, 2019
August 28, 2019
August 29, 2019
Time: 12:00 pm – 12:30 pm
Campus: Torrance Memorial Medical Center
Retirement Readiness Day
Date: August 7, 2019
Time: 10:00 am – 3:00 pm
Campus: San Antonio Regional Hospital
Financial Education Workshop
Date: August 29, 2019
Time: 12 pm – 1 pm
Campus: City of Sante Fe Springs
Retirement Readiness Day
Dates: October 9, 2019 & October 16, 2019
Time: 10:00 am – 4:00 pm
Campus: Torrance Memorial Medical Center
Financial Education Workshop
Dates: October 22, 25, 29, 31, 2019
Time: 9 am – 5 pm
Campus: Torrance Memorial Medical Center
For details about these workshops, please call Burcu Kalaycioglu at 949-474-6850.
ABS Annual Sales Meeting ~ Newport Beach, California
Spring Forum ~ Salt Lake City, Utah
Strategic Coach ~ Santa Monica, California
The Resource Group Annual Meeting ~ Scottsdale, Arizona
CFB Vision and Values Meeting ~ Los Angeles, California
CFB Days – San Diego, California
Fall Focus – Atlanta, Georgia
Strategic Coach ~ Santa Monica, California
Strategic Coach ~ Irvine, California
CFB Vision and Values Meeting ~ Berkeley, California
Securities: Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Washington
Insurance: Arizona, California, Delaware, Florida, Georgia, Idaho, Louisiana, Maryland, Montana, New Hampshire, New Mexico, Nevada, Ohio, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, West Virginia
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.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
