Financial Well Being

Financial Well Being

A workshop exclusively for Legacy Protection Plan members and your guests.

Before the pandemic and recent market volatility, 72% of Americans reported feeling stressed about money at least some of the time during the past month. And 64% of Americans reported that money is a somewhat or very significant source of stress. In this workshop Patrick Johnson, our in-house Certified Financial Planner, will guide you in identifying what financial wellbeing is, for you, and discovering how you can experience more of it.

Rather than a discussion of money and investments, we will focus primarily on your relationship with money and where your financial peace of mind comes from. You’ll come away with insights and specific action steps to experience more wellbeing, regardless of what happens in the stock market and greater economy.

Thursday, May 18th at 4:00 PM MST

Register Here for 06/18

This is a Legacy Protection Plan exclusive event. Not a Legacy Protection Plan member? Contact Client Services Director Jennifer Grzywacz at 719.520.1474 to sign up for the Legacy Protection Plan maintenance program.

“LPP – it’s where to be.”

 

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, 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.