Event Calendar

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We are always participating in, and planning educational events. Below is a listing of events we held to date in 2018.

Check back periodically for updates to our event calendar and to see planned events in 2019.

2018 Events
Retirement Planning and Educational Workshops

Hosted by Mike Lockwood and Associates

Mike and his team have been involved in several educational workshops in 2018 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.

Retirement Readiness Day
Dates: July 12, 2018
Time: 10:00 am – 3:00 pm
Campus: San Antonio Regional Hospital

Lunch ‘n Learn Seminar
Date: May 22, 2018
Time: 12:00 pm – 12:30 pm
Campus: San Antonio Regional Hospital

Lunch ‘n Learn Seminars
Dates: May 15 & 17 2018 – June 26 & 28, 2018 – July 23 & 24, 2018
Time: 12:00 pm – 12:30 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 2018 Professional Development Events

February 9 – 11, 2018

ABS Annual Sales Meeting ~ Austin, Texas

February 25 – March 1, 2018

Spring Forum ~ Philadelphia, Pennsylvania

March 22, 2018

Strategic Coach ~ Santa Monica, California

April 23 – 27, 2018

The Resource Group Annual Meeting ~ Las Vegas, Nevada

May 31 – June 8, 2018

Chairman’s Council ~ Buenos Aires, Argentina

June 28, 2018

Strategic Coach ~ Santa Monica, California

September 27 ~ 29, 2018

Strategic Coach – Santa Monica, California

October 3 ~ 5, 2018

Fall Forum – Dallas, Texas

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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: Alabama, Alaska, Arizona, California, Colorado, Delaware, Florida, Hawaii, Idaho, Indiana, Louisiana, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, North Carolina, 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

Sean Hooper: California Insurance License #0M29054

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.