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: Wills, Trusts, & POAs Lunch & Learn
Feb
27

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.

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Townsend University: Home Ownership vs. Renting
Jan
22

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.

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