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 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.

2019 Events
Retirement Planning and Educational Workshops

Hosted by Mike Lockwood and Associates

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


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.


 

Mike Lockwood’s 2019 Professional Development Events

February 7 – 8, 2019

ABS Annual Sales Meeting ~ Newport Beach, California

 

March 4 - 8, 2019

Spring Forum ~ Salt Lake City, Utah

 

March 11, 2019

Strategic Coach ~ Santa Monica, California

 

May 6 – 9, 2019

The Resource Group Annual Meeting ~ Scottsdale, Arizona

 

June 4, 2019

CFB Vision and Values Meeting ~ Los Angeles, California

 

July 25 - 26, 2019

CFB Days – San Diego, California



September 16 ~ 20, 2019

Fall Focus – Atlanta, Georgia

 

September 26, 2019

Strategic Coach ~ Santa Monica, California

 

October 18, 2019

Strategic Coach ~ Irvine, California

 

November 12-14, 2019

CFB Vision and Values Meeting ~ Berkeley, California