Where Financial Insight Meets Personal Connection
Our events bring people together to learn, share, and connect. Whether designed for clients, professional partners, or the wider community, each gathering reflects our commitment to thoughtful guidance and meaningful relationships. From educational forums to collaborative discussions, this page is your destination to explore upcoming opportunities.
Townsend University: Home Ownership vs. Renting
Welcome to Townsend University, our new educational series created for our clients and their extended families. These webinars are designed to offer clear, practical guidance on foundational financial topics that you or your loved ones may be considering or trying to decide where to begin. In this webinar, our team will walk through one of the most meaningful financial crossroads many people face: Should I buy a home or continue renting? We will break down the numbers, the lifestyle considerations, and the long term implications in a way that feels approachable and useful for anyone beginning their financial journey.
Insights That Strengthen Client Relationships with Industry Leaders at Schwab and Goldman Sachs
Join us for an interactive event.

