“Retirement Planning- Snapshot Advice for Authors” with Mike Lockwood on March 17th, 2024

Snapshot Advice for Authors

Mike Lockwood, author of Decision Decade – A Financial Roadmap for your Golden Years, will give some insight on his 35+ year of providing advice to help you not only get to, but get through retirement.  He will share some easy to understand concepts that anyone can implement as they prepare for that next phase.

About Mike Lockwood

Mike Lockwood is the Owner and Founder of Oakwood Wealth Partners, a financial planning firm with 22 current employees.  He has had his Certified Financial Planner® designation for almost 30 years.  He began is career working with and counseling healthcare professionals on financial planning and retirement planning needs.  Through a countless referral network, his practice has continued to thrive and grow.  One of his 11 financial planning partners his is oldest son, Nick.  With Nick and the other young financial advisors he has mentored, he has continued his mission to provide sound financial advice to those he connects with.  He has continued to live the mantra “Serve First, Serve Last and Serve Always”.

Event Schedule

$5 for members, $10 for guests, free tickets available*

Community

12:00 Club leaders check-in
12:30 Welcome and networking with members & guests

Program

1:00 p.m. Club Announcements & Annual Officer Elections
1:30 p.m. Member Spotlight: Bob Stephens
1:45 p.m. Featured Speaker: Mike Lockwood
2:30 p.m. Conversation
3:00 p.m. Author Support Group more info here.

See meetings for more info.

 

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