Lockwood Financial Strategies LLC

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.

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.

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
Content is protected.

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

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

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

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

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

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

Holiday Party
2021-11-19 17:30 - 21:00, 2022-12-02 18:00 - 20:00 (Asia/Katmandu) | The Teachout Building, 500 East Locust, Des Moines, IA, 50309, United States

Iowa Cubs Client Appreciation Event
2022-06-03 17:30 - 21:00 (Asia/Katmandu) | Principal Park, 1 Line Dr., Des Moines, IA, 50309, United States
Please Join Us:
For an I-Cubs game at Principal Park
Friday June 3rd, 2022
Tailgate beginning @ 5:30
Game starts @ 7:00
Fireworks following the game

This is a child friendly event! Please register all of the individuals attending
Only 40 tickets available, so first come, first serve!

We hope to see you there!

I-Cubs Client Appreciation Event
2022-06-03 17:30 - 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”.
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

Ingersoll Live Client Event
2022-08-27 17:00 - 20:00 (Asia/Katmandu) | Lockwood Financial Strategies Office, 3100 Ingersoll Ave., Des Moines, IA, 50312
SATURDAY, AUGUST 27th 5-8 p.m.
This event will take place during Ingersoll Live, which is from 4-11p.m. on the 2800 block of Ingersoll.
Ingersoll Live is a free, family-friendly “block party” along Ingersoll Avenue featuring live music, art, food and entertainment. This annual event gives local organizations, businesses and neighbors an opportunity to connect and celebrate!
We will have our tent set up in the Lockwood Financial parking lot, with catered food and space for folding chairs. Guests are encouraged to use our spot as a “home base” while enjoying all of the festivities Ingersoll Live has to offer!

Iowa Cubs Client Appreciation Night
2023-06-02 17:30 - 21:00 (Asia/Katmandu) | IA
Please Join Us:
For an I-Cubs game at Principal Park
Friday June 2nd, 2023
Tailgate beginning @ 5:30- Food & drinks provided!
Game starts @ 7:00
Fireworks following the game!

This is a child friendly event. Please register each individual in your party separately so we can get an accurate head count.
Only 40 tickets available- first come, first serve!
Children ages 3 and under do not require a ticket as long as they do not take a seat in the stadium.
Principal Park is a cashless ballpark, and they accept all major credit/debit cards and Cubbie Dollars. There are two reverse ATM’s by the Fan Services Center on the concourse as well.

Please bring lawn chairs or a blanket for the tailgate portion of the evening.

Parking Lot 2 is closest to our tailgate location and has entrances on MLK or SW 2nd. Parking is first come, first serve at $12/per vehicle. Look for a tent with a Lockwood Financial Banner on the West Side of the parking lot.

Starting the 2023 season, they will only be allowing clear bags that are 12″ by 12″ into the stadium.

We hope to see you there!

Lockwood Financial Holiday Party 2023
2023-11-17 18:00 - 20:00 (Asia/Katmandu) | The Teachout Building, 500 East Locust, Des Moines, IA, 50309, United States

I-Cubs Client Appreciation Night
2024-05-10 17:30 - 21:00 (Asia/Katmandu) | Principal Park, 1 Line Dr., Des Moines, IA, 50309, United States
Please Join Us:
For an I-Cubs game at Principal Park
Friday May 10, 2024
Parking lot tailgate starts @ 5:30 – Jethro’s BBQ and plenty of cold beverages provided!
Game starts @ 7:00
Fireworks following the game

Please be sure to register each person in your party as we have a limited number of tickets. (When registering from a mobile device, please be patient, as it seems to take a minute to load.)

Children ages 3 and under do not require a ticket as long as they do not take a seat in the stadium.

Clear bag policy- Principal Park is now only accepting clear bags that are up to 12″ by 12″ and small clutches/wallets up to 4.5″x 6.5″

Remember to bring lawn chairs or a blanket for the tailgate portion of the evening.

Parking lot 2 is where our tailgate will be located. It has entrances on MLK or SW 2nd. Parking is first come, first serve at $13/per vehicle. Look for a tent with a Lockwood Financial Banner on the west side of the parking lot.
We hope to see you there!

Lockwood Financial Holiday Party 2024
2024-11-22 18:00 - 21:00 (Asia/Katmandu) | The Teachout Building, 500 East Locust, Des Moines, IA, 50309, United States

I-Cubs Client Appreciation Night
2025-05-16 17:30 - 21:00 (Asia/Katmandu) | Principal Park, 1 Line Dr., Des Moines, IA, 50309, United States
Please Join Us:
For an I-Cubs game at Principal Park
Friday May 16, 2025
Parking lot tailgate @ 5:30 – Jethro’s BBQ and cold beverages provided!
Game starts @ 7:00
Fireworks following the game!

Please be sure to register each person in your party as we have a limited number of tickets. (When registering from a mobile device, please be patient, as it seems to take a minute to load.)
Children ages 3 and under do not require a ticket as long as they do not take a seat in the stadium.
Clear bag policy- Principal Park is now only accepting clear bags that are up to 12″ by 12″ and small clutches/wallets up to 4.5″x 6.5″
Remember to bring lawn chairs or a blanket for the tailgate portion of the evening.

Parking lot 2 is where our tailgate will be located. It has entrances on MLK or SW 2nd. Parking is first come, first serve at $13/per vehicle. Look for a tent with a Lockwood Financial Banner on the west side of the parking lot.
We hope to see you there!

Lockwood Financial Holiday Party 2025
2025-11-21 18:00 - 21:00 (America/Chicago) | Big Grove Brewery, 555 17th St, Des Moines, Iowa, 50309
Sip, snack, and snap a photo with Santa! Join us at Big Grove Brewery for drinks and light appetizers to kick off the holiday season!

I-Cubs Client Appreciation Night 2026
2026-06-05 17:30 - 21:00 (Asia/Katmandu) | Principal Park, 1 Line Dr., Des Moines, IA, 50309, United States
Please Join Us:
For an I-Cubs game at Principal Park
Friday June 5th, 2026
Parking lot tailgate @ 5:30 – Jethro’s BBQ and cold beverages provided!
Game starts @ 7:00
Fireworks following the game!

Please be sure to register each person in your party as we have a limited number of tickets. (When registering from a mobile device, please be patient, as it seems to take a minute to load.)
Children ages 3 and under do not require a ticket as long as they do not take a seat in the stadium.
Clear bag policy- Principal Park is now only accepting clear bags that are up to 12″ by 12″ and small clutches/wallets up to 4.5″x 6.5″
Remember to bring lawn chairs or a blanket for the tailgate portion of the evening.

Parking lot 2 is where our tailgate will be located. It has entrances on MLK or SW 2nd. Parking is first come, first serve at $13/per vehicle.
We hope to see you there!
