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Taxes in Retirement
From investment-specific tactics to Social Security plans, tax strategies for your retirement income are important.  While each person’s personal situation is different, there are things you can do to maximize your retirement income.  Come learn more about this complex topic.

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.

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Taxes in Retirement: How to Plan Ahead NEW! 
18y and up N/A Th  04/03/2025
07:00 PM - 08:00 PM
Chelmsford High School - Room 230 		$29.00 Tuition, $29.00 Non-Res
Instructor: Patrick Clark
* Adjustments and discounts will be applied during checkout if applicable. *

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