Join CWC-Berkeley President Keith Gaboury on March 17th at 1955 Broadway, Oakland, CA for Retirement Planning: Snapshot Advice For Authors” with Mike Lockwood. 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.
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”.
