Preparing for Retirement NEW!
Retirement is a big accomplishment that should be celebrated. Most people think of retirement as a financial goal, but often don't consider the lifestyle changes that it may bring. We will discuss how to prepare financially and mentally to live your best life in your second act. Special guest - life coach, Eric Allen.
Instructor: Patrick Clark
About Our Instructor:
Patrick Clark CFP®, CEPA is a financial planner who has made Chelmsford home for the last 11 years. He has over 14 years of experience in financial services. Patrick specializes in comprehensive financial planning. Patrick is passionate about helping people learn how to make efficient financial decisions. These decisions help clients grow their net worth and protect their families while on the path to financial independence. He helps his clients by taking a holistic view of their situation and identifying any areas where you may be doing well or need improvement. Solutions may then be implemented to take advantage of opportunities to create, amass and preserve wealth. Patrick lives in Chelmsford, Massachusetts with his wife Renee, as well as his daughters Rose, Paige and Bridget.