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: 5th Edition - Overfunded 529 Plan Strategies
In our May session, we will focus on an important planning topic: Overfunded 529 Plan Strategies.
To guide the discussion, we are pleased to welcome Caleb Griffith, our valued advisor, who will share thoughtful insights and practical strategies to help families plan with intention when education savings exceed expected needs.
Event Details
Thursday, May 21st
1:00 PM ET Zoom
Featuring guest speaker Caleb Griffith
At Townsend, we believe informed families make stronger decisions, both for today and for the future.
We look forward to welcoming you and supporting you and your loved ones as you continue building a solid foundation for the years ahead.
Townsend University: Fraud & Cybersecurity Scams on Financial Accounts
We are pleased to invite you to attend our upcoming Zoom webinar, 4th Edition of Townsend University: Fraud & Cybersecurity Scams on Financial Accounts.
This session will feature John Padzik, Fraud Specialist and Manager, Business Unit Risk at Charles Schwab, where he has spent nearly 13 years helping protect advisors and investors from the evolving threat of financial fraud. John will share his expert insights on detecting, preventing, and responding to financial scams. You’ll gain practical strategies to protect both personal and business financial accounts from emerging cyber threats.
Webinar Details:
📅 Date: April 30th, 2026
🕒 Time: 1:00 PM 📍 Platform: Zoom
⏱60 minutes (including Q&A)
At Townsend, we believe insight shared is trust earned. We look forward to hosting you for this thoughtful discussion.
Townsend University: Wills, Trusts, & POAs Lunch & Learn
We would be delighted to have you join us for the second session of Townsend University, our educational series created for our clients and their extended families. These conversations are designed to bring clarity to foundational financial and life planning topics that you or your loved ones may be thinking about, beginning to navigate, or wanting to understand more fully. In our February session, we will focus on a topic that touches every family at some point: The basics of wills, trusts, and powers of attorney.
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.