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 some upcoming events and those we would recommend that are being sponsored by our colleagues.

Check back periodically for updates to our Event Calendar.

 

2016 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 2015 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.

Monday, April 11: 4:30-5:30 pm
Campus: Long Beach Memorial
Room: HR Conference Room

Tuesday, April 12: 4:30-5:30 pm
Campus: Orange Coast Memorial
Room: Conference Room A

Wednesday, April 13: 4:30-5:30 pm
Campus: Shared Services/MMF
Room: FV Blue 1st Floor Malibu

Thursday, April 14: 4:30-5:30 pm
Campus: Saddleback Memorial Laguna Hills
Room: Conference Room 2

Retirement Readiness Days at Torrance Memorial
Thursday, August 11: 10-4 pm
Thursday, August 18: 10-4 pm

Tuesday, November 8: 6-8 pm
Thursday, November 17: 6-8 pm

Campus: San Antonio Regional Hospital
Room: Education Classroom A, Building D, Suite 101

Wednesday, November 9: 6-8 pm
Campus: Torrance Memorial Medical Center
Room: West Tower, 2nd Floor, Auditorium

 

2016 Lunch ‘n Learn Seminars:

Thursday, April 28, 2016
11–1:30 pm – Market Bubbles
12–2:30 pm – Why Women Save
Campus: Hoffman Health Center
Room: 4 – Please bring your lunch.

Thursday, May 12, 2016
11 – 11:30 am – Why Women Save
12 – 12:30 am – Market Bubbles
Campus: Hoffman Health Center
Room: 3 – Please bring your lunch.

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 (800) 522-3812 option 2, directly at 949-474-6850.


 

Benefit Fairs that Mike and/or Team attended in 2016:

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 2016 were:

2016 Benefit Fairs attended by Mike and team:

Tuesday, Oct. 4th – Yorba Linda Water District
Tuesday, Nov. 1st – Orange Coast Memorial Medical Center
Thursday, Nov. 3rd – Torrance Memorial Medical Center
Thursday, Nov. 3rd – San Antonio Regional Hospital
Thursday, Nov. 3rd – Community Hospital Long Beach
Monday, Nov. 7th – Long Beach Memorial Medical Center
Tuesday, Nov. 8th – Saddleback Memorial Medical Center, Laguna Hills

 

2015 Benefit Fairs attended by Mike and team:

Tuesday, Nov. 3rd - Saddleback Memorial Laguna
Wednesday, Nov. 4th - Orange Coast Memorial Medical Center
Thursday, Nov. 5th - Torrance Memorial Medical Center
Thursday, Nov. 5th - San Antonio Regional Hospital
Friday, Nov. 6th - Saddleback Memorial San Clemente
Monday, Nov. 9th - Long Beach Memorial Medical Center
Friday, Nov. 13th - Children's Hospital Long Beach


 

Mike Lockwood’s 2017 Professional Development Events

Feb 1 – 3, 2017

ABS Annual Sales Meeting ~ San Diego, California

 

March 23, 2017

Strategic Coach ~ Santa Monica, California

 

April 25 – 27, 2017

The Resource Group Annual Meeting ~ Las Vegas, Nevada

 

May 28 – June 3, 2017

Chairman’s Council ~ Milan, Italy

 

June 5 – 6, 2017

CFB Practice Builders Session ~ Half Moon Bay, California

 

June 22, 2017

Strategic Coach ~ Santa Monica, California

 

June 27 – July 2, 2017

Presidents’ Cabinet ~ Carslbad, California

 

August 3, 2017

California Fringe Benefits Day ~ Newport Beach, California

 

September 12 – 13, 2017

Fall Forum ~ Nashville, Tennessee