Lockwood Financial Strategies LLC

Holiday Party
2021-11-19 17:30 - 21:00 (Asia/Katmandu) | The Teachout Building, 500 East Locust, Des Moines, IA, 50309, United States

Cigar Rolling Event
2021-07-08 16:00 - 20:00 (Asia/Katmandu) | Cigar Source, 3305 Ingersoll Ave, Des Moines, IA, 50312, United States

Jasper Winery Summer Concert Series Client Appreciation Event
2021-05-27 17:30 - 21:00 (Asia/Katmandu) | Jasper Winery, 2400 George Flagg Parkway, Des Moines, IA, 50321, United States
Thursday May 27
5:30-9:00
Brother Trucker

This is always a favorite client event! We want you to relax and feel appreciated. We encourage everyone to bring a guest or two, as we welcome the introductions. There is no charge for this event, but it is an “invite only” event. There will be complimentary drinks and pizza provided by Gusto. A Des Moines favorite, Brother Trucker will be performing!

This is a kid friendly event
Be sure to bring a blanket and/or a folding chair

2400 George Flagg Pkwy
Des Moines, IA 50321

LOCATED JUST MINUTES FROM DOWNTOWN DES MOINES, JASPER WINERY IS AN “ESTATE STYLE” WINERY FACILITY IN THE HEART OF THE METRO AREA. WE SPECIALIZE IN PREMIUM QUALITY WINES USING GRAPES SOURCED FROM VINEYARDS THROUGHOUT CENTRAL IOWA. WE ARE OPEN SEVEN DAYS A WEEK FOR TASTINGS AND A RELAXING VIEW OF THE ONSITE VINEYARDS.

Lockwood Financial Strategies
3100 Ingersoll Ave.
Des Moines, IA 50312
515-274-8006
Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC

I-Cubs Appreciation Event
2020-06-18 17:00 (Asia/Katmandu) | Principal Park, 1 Line Dr., Des Moines, IA, 50309, United States
Throughout the year we will be doing a few events like this just to say “Thank you”.
I will be hosting a tailgate prior to the game in the parking lot. Lockwood Financial Strategies will provide catering from Jethro’s. The tailgate will be from 5:00 p.m. until game time at 7 p.m. We have reserved Section A Rows 2-4. Fireworks will follow the game. This event is Child/Grand Child Friendly. Please register all of the individuals attending

Please include e-mail address for each person registered – we will send out updates as the event gets closer.
Lockwood Financial Strategies
3100 Ingersoll Ave.
Des Moines, IA 50312
515-274-8006

Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC

Tax Relief Happy Hour
2020-04-16 16:00 - 18:00 (Asia/Katmandu) | Shorty’s Somewhat Fancy Bar, 208 Court Ave, Des Moines, IA, 50309, United States
In Celebration of tax season being over, I will be hosting a happy hour for my clients. Come enjoy a few drinks on me and feel free to bring a friend as this will be a fun event!

208 Court Ave
Des Moines, IA 50309
Thursday, April 16th- 4:00-6:00 pm

If you are not familiar with Shorty’s, it is a great little dive bar located in the basement below RoCA. You can use the main entrance to RoCA and go directly down the stairs when you walk in. (We will have a “Lockwood Financial” sign at the top of the stairs to help guide you as well.)
*They also have an elevator for anyone who may need it.

Be sure to bring change to feed the meters or you can park in the ramp across the street. (3rd and Court) There is also a free lot that opens at 5:00 on the east side of the building. (2nd and Court)

Bring your 2019 tax return with you and let us explore planning opportunities for 2020. (We will scan and e-mail back to you.)

We look forward to seeing you there! Please RSVP below. Guests will also need to RSVP, please copy and forward them the link.

Lockwood Financial Strategies
3100 Ingersoll Ave.
Des Moines, IA 50312
515-274-8006

Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC

Jasper Winery - Sip and Savor
2019-07-18 17:30 - 20:00 (America/New_York) | Jasper Winery, 2400 George Flagg Parkway, Des Moines, IA, 50321, United States
A time to relax and be appreciated. New Friendships are often developed as clients are able to socialize with likeminded individuals. This is always a favorite client event. Please feel free to bring a guest or two! We appreciate the introductions. There is no charge for this event, but it is an invite only event. Each attendee will receive 2 complimentary drink tickets. We will be enjoying the amazing dueling pianos of Pianopalooza!
This is a kid and referral friendly event
Be sure to bring a folding chair and/or a blanket

LOCATED JUST MINUTES FROM DOWNTOWN DES MOINES, JASPER WINERY IS AN “ESTATE STYLE” WINERY FACILITY IN THE HEART OF THE METRO AREA. WE SPECIALIZE IN PREMIUM QUALITY WINES USING GRAPES SOURCED FROM VINEYARDS THROUGHOUT CENTRAL IOWA. WE ARE OPEN SEVEN DAYS A WEEK FOR TASTINGS AND A RELAXING VIEW OF THE ONSITE VINEYARDS.

Lockwood Financial Strategies
3100 Ingersoll Ave.
Des Moines, IA 50312
515-274-8006
Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC

Iowa Cubs Appreciation Event
2019-06-21 17:30 - 21:30 (America/New_York) | Principal Park, 1 Line Dr., Des Moines, IA, 50309, United States
Throughout the year we will be doing a few events like this just to say “Thank you”.
I will be hosting a tailgate prior to the game in the parking lot. Lockwood Financial Strategies will provide Burgers, Brats, Beer, Water, and Pop. The tailgate will be from 5:00 p.m. until gametime at 6:30 p.m. Due to the attendance numbers and the addition of new clients we will be sitting in a “group” area of the ball park. Fireworks will follow the game. This event is Child/Grand Child Friendly. Please register all of the individuals attending

The deadline to register will be 06/17/19. Please Register your entire group individually.
Lockwood Financial Strategies
3100 Ingersoll Ave.
Des Moines, IA 50312
515-274-8006

Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC

The Cheese Shop Appreciation Event
2019-04-18 18:30 - 20:30 (America/New_York) | The Cheese Shop, 833 42nd St. Suite B, Des Moines, IA, 50312, United States
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Shoppers Supply 401k Meeting - (Apache Junction)
2018-11-06 12:00 - 12:30 (Asia/Katmandu) | Shoppers Supply – Apache Junction, 1477 Apache Trail, Apache Junction, AZ, 85120, United States
Subject: Save the Date to Take 5

Date: 11/06/2018 – 12 P.M.
Location: Shoppers Supply
1477 Apache Trail, Apache Junction, AZ 85120

Most of us know that it’s important to plan for retirement—but few of us actually take
the time to do it. Or, if we do, we’re not sure how much we should save or if we’re on
track to reach our goals.
The upcoming Take 5 seminar can help.
Join us at the Take 5 seminar to:

See if you’re likely on track to meet your retirement goals, or if you may need to make adjustments
Discover helpful educational resources to help you be confident in your decisions
Start taking simple steps toward a more secure retirement

Philip Lockwood | Founder + Managing Partner
Address:3100 Ingersoll Ave. Des Moines, IA 50312
Phone: 515-274-8006
Fax: 515-274-8033
Email: Plockwood@parklandrep.com
Website: Lockwood Financial Strategies
Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC

Securities offered through Parkland Securities, LLC, member FINRA/SIPC.

Shoppers Supply 401k Annual Meeting - Chandler
2018-11-06 09:00 - 09:45 (Asia/Katmandu) | Shoppers Supply – Chandler, 2880 S Alma School Rd, Chandler, AZ, 85286, United States
Subject: Save the Date to Take 5

Date: 11/6/2018 – 9:00 A.M.
Location: Shoppers Supply
2880 S Alma School Rd, Chandler, AZ 85286

Most of us know that it’s important to plan for retirement—but few of us actually take
the time to do it. Or, if we do, we’re not sure how much we should save or if we’re on
track to reach our goals.
The upcoming Take 5 seminar can help.
Join us at the Take 5 seminar to:

See if you’re likely on track to meet your retirement goals, or if you may need to make adjustments
Discover helpful educational resources to help you be confident in your decisions
Start taking simple steps toward a more secure retirement

Philip Lockwood | Founder + Managing Partner
Address:3100 Ingersoll Ave. Des Moines, IA 50312
Phone: 515-274-8006
Fax: 515-274-8033
Email: Plockwood@parklandrep.com
Website: Lockwood Financial Strategies
Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC

Securities offered through Parkland Securities, LLC, member FINRA/SIPC.

Henry Rollins Traveling Slideshow - Private Client Event
2018-09-29 19:30 - 21:30 (Asia/Katmandu) | Hoyt Sherman Place, 1501 Woodland Ave., Des Moines, IA, 50314, United States

Savvy Social Security Planning for Women
2018-06-28 15:00 - 16:00 (Asia/Katmandu) | IA
Education Workshop: Savvy Social Security Planning for Women
A new generation is getting ready to collect Social Security. Find out what you need to know to make the most out of your retirement benefits.
Hosted By: Philip Lockwood, AIF ®

Savvy Social Security Planning
Thurs, June 28th, 2018 3:00 PM – 4:00 PM CDT
Social Security is one of the few income sources that keeps up with inflation and lasts for life. But most women fail to maximize their benefits because they don’t understand the little-known rules that can help them get more out of the system.

This workshop will cover:How much Social Security you stand to receive over your lifetime
How the decisions you make in your 60s can determine the amount of income you’ll have in your 80s
How to take advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and even divorced-spouse survivor benefits
How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse
Why women who are married should make the decision about when their husbands should apply for Social Security
Why you should consider your husband’s life expectancy when deciding when to claim your own retirement benefit.
What to do if your husband or ex-husband dies
What to do if your marital status changes
How to plan for the extra-long life

This workshop is for women and for men who have women in their lives (wives, sisters, mothers). It features essential information all women need to have if they are concerned about financial security in retirement.
Lockwood Financial Strategies
3100 Ingersoll Ave.
Des Moines, IA 50312
515-274-8006

Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC

Whats New With Social Security 2018
2018-06-26 17:00 - 18:00 (Asia/Katmandu) | IA
Education Workshop: What’s New With Social Security- 7 Topics to Watch in 2018
A new generation is getting ready to collect Social Security. Find out what you need to know to make the most out of your retirement benefits.
Hosted By: Philip Lockwood, AIF ®

Savvy Social Security Planning
Tues, June 26th, 2018 5:00 PM – 6:00 PM CDT
Here are the topics we’ll be touching on. Social Security paid a small cost-of-living adjustment this year. We’ll talk about how the COLA is determined, put it into context, and see what it means for your Social Security benefits going forward.
Another number affected by the cost-of-living adjustment is the earnings test threshold. We’ll talk about how much you can earn in 2018 without having benefits withheld if you claim Social Security before full retirement age.
Next, we’ll talk about taxes, both the Social Security payroll taxes, and the income taxes you may have to pay on your Social Security benefits.
For those of you on Medicare, we’ll go over the new Part B premiums for 2018 and see why it’s not such a straightforward number anymore. We’ll also cover some Medicare reform proposals.
We’ll give you an update on the status of the Social Security trust fund and discuss some ideas for reforming the system to make it solvent for the future.
And finally, we’ll give you an update on claiming strategies.
Lockwood Financial Strategies
3100 Ingersoll Ave.
Des Moines, IA 50312
515-274-8006

Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC

Winery Concert/Event
2018-06-07 17:30 - 20:00 (Asia/Katmandu) | Jasper Winery, 2400 George Flagg Parkway, Des Moines, IA, 50321, United States
A time to relax and be appreciated. New Friendships are often developed as clients are able to socialize with like minded individuals. This is always a favorite client event. Please feel free to bring a guest or two! We appreciate the introductions. There is no charge for this event but it is an invite only event.

LOCATED JUST MINUTES FROM DOWNTOWN DES MOINES, JASPER WINERY IS AN “ESTATE STYLE” WINERY FACILITY IN THE HEART OF THE METRO AREA. WE SPECIALIZE IN PREMIUM QUALITY WINES USING GRAPES SOURCED FROM VINEYARDS THROUGHOUT CENTRAL IOWA. WE ARE OPEN SEVEN DAYS A WEEK FOR TASTINGS AND A RELAXING VIEW OF THE ONSITE VINEYARDS. Be sure to bring a folding chair and/or a blanket.

Lockwood Financial Strategies
3100 Ingersoll Ave.
Des Moines, IA 50312
515-274-8006

Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC

Iowa Cubs Game and Fireworks - Appreciation Event
2018-04-19 17:00 - 21:30 (Asia/Katmandu) | Principal Park, 1 Line Dr., Des Moines, IA, 50309, United States
Throughout the year we will be doing a few events like this just to say “Thank you”. We sincerely appreciate your trust and we look forward to being part of your journey. This would be a great event to bring a prospective client too! We want to work with folks just you and the best way to accomplish this is through an introduction.
We will have a tailgate prior to the game in the parking lot. Lockwood Financial Strategies will provide Burgers, Brats, Beer, Water, and Pop. The tailgate will be from 5:00 p.m. until gametime at 6:30 p.m. In the suite we will provide popcorn and a limited number of other drink options. Please join us for dinner at our tailgate.

Lockwood Financial Strategies
3100 Ingersoll Ave.
Des Moines, IA 50312
515-274-8006

Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC
