Critical and Costly Retirement Mistakes
COLORADO SPRINGS – OPEN TO ALL! Many people dream of a financially abundant retirement, but too many people never achieve it. Some enter into retirement with a sense of security which is lost due to unforeseen personal or market events; others never achieve a sense of security at all. This workshop, taught by Patrick D. Johnson, CFP®, CLU, ChFC, looks at critical mistakes we’ve seen our clients make that threaten their dreams of retiring with a sense of abundance. Learn three strategies to help you achieve a more abundant retirement.
What people are saying about Patrick Johnson:
Thank you for Hammond Law Group’s annuity workshop…. Patrick Johnson gave a highly informative presentation that helped us to better understand an annuity that we had purchased years ago. Patrick also met with us privately to develop financial models for retirement and helped us to understand our options and strategies for annuity disbursements down the road. All of this was an unexpected and valuable benefit to us for being Hammond clients. ~ Jim & Cathy
PATRICK D. JOHNSON, CFP®, CLU, ChFC
Patrick Johnson began his career in financial services in 1996 and has served clients in a litany of capacities: as a broker at a global institutional wirehouse; as a vice president in the trust department of a super-regional bank where he worked as a financial planner helping the bank’s high net worth trust clients navigate their sophisticated financial landscape; and as the president of a life insurance brokerage general agency.
Patrick’s practice is rooted in the understanding of ‘Wealth’ as ‘Well Being’, the original meaning of wealth. This emphasis allows Patrick’s clients to holistically integrate their financial situation into the broader context of their lives. Patrick believes strongly in giving back to the client-advisory community and has served on a local level as: President of the Financial Planning Association (FPA); Board of National Association of Insurance and Financial Advisors (NAIFA); Speaker for Continuing Education for Estate Planning Attorneys, CPAs and Life Insurance Agents.
Patrick holds the following professional designations: Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). Patrick is married and has two children and lives in Woodland Park, Colorado.