COLORADO SPRINGS – OPEN TO ALL! You’ve been wise and invested in protecting your assets with a Trust for your family’s future; we want you to be sure those assets are working for you efficiently in the present. Please join Hammond Law Group and our in-house Certified Financial Planner™, Patrick Johnson, for a power-packed presentation about investing traps to be wary of, and a lively and informative discussion, including:
- Common misconceptions about investing and what Wall Street doesn’t want you to know
- Modern Portfolio Theory (the industry’s benchmark for asset allocation)… how modern is it?
- How important is having a financial advisor who is a fiduciary (and how do you know if you have one)?
- Mutual Funds were a revolutionary investment tool at one time. Are they still the best option for you?
Bring your questions and get clear, concise answers. Seating is limited to the first 50 registrants so be sure to register early. (**This workshop used to be held at 12:00 noon and called Pizza with Patrick, but due to high demand we are transitioning to a regular workshop format that won’t be over a lunch hour.)
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.