Do you know the updated tax laws regarding your investment accounts?
Concerned you'll lose investment income?
Worried that your 401k and IRA's aren't working for you?
ROTH Conversions
A Financial workshop for Hammond Law Group Clients and Guests
Tuesday, September 6, 2022 at 4:00 pm -in Colorado Springs
Location:
Phyllis A. Hammond
Education Center
2955 Professional Place, Suite 100
Colorado Springs, CO 80904
Tuesday, September 13, 2022 at 2:00 pm -in Denver
Location:
RISE Collaborative Workspace
730 Colorado Blvd Suite 200, Denver, CO 80206
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Make your hard work payoff
You spent years earning a good income, don't lose the investments.
Avoid Mistakes
Learn what pitfalls can be easily avoided by working closely with our in-house financial planner who understands your unique situation.
Feel Confident
Understand the current tax regime and find out how to grow your IRA's tax free.
Stay in control of your investments.
- Attend the Workshop
- Learn about your ROTH IRA options
- Schedule a financial review with Patrick or Steve
Meet the Speaker
Patrick Johnson
Not sure about whether you understand ROTH Conversions and how to make your investments work best for you? Patrick understands. He has seen, evaluated and helped clients incorporate new investment opportunities into their strategies for over 25 years in his financial planning career.
Patrick began his career in financial services in 1996 and has served clients in a litany of capacities: as a traditional investment broker; as a Vice President in the Trust Department with a large super-regional bank in the capacity of a financial planner helping the bank’s high net worth clients; and, as the president of a life insurance brokerage general agency.
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 a B.A. in English from Furman University. In addition, he also holds the following professional designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).
Patrick is married to Jenny, his wife of twenty years. Patrick and Jenny have two children and live in Woodland Park, Colorado.
