Worried you'll outlive your assets in retirement?
Interested in annuities as an investment strategy?
Confused about complicated tax implications?
Annuities:
The Good, The Bad and The Ugly
A Financial Workshop for all Hammond Law Group Clients, Guests and General Public
Tuesday, October 4th, 2022 at 4:00 pm
Location:
Phyllis A. Hammond
Education Center
2955 Professional Place, Suite 101
Colorado Springs, CO 80904
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Set yourself up for success
Understanding complex investment and tax issues will prevent loss in the future.
Avoid Mistakes
Learn what pitfalls can be easily avoided by working closely with our in-house financial planner who has spent over 20 years helping clients with their unique situation.
Invest Wisely
Prepare now with diversified investment strategies.
Invest Confidently
1. Attend the workshop
2. Learn about Annuities
3. Meet with our financial planner Patrick
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Meet the Speaker
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.
