Townsend Asset Management Corp. invites you to a special seminar designed exclusively for our valued professional partners.

Join us for timely perspectives from industry leaders at Schwab and Goldman Sachs on strategies that can enhance your role as a trusted advisor while delivering greater outcomes for your clients.

• Kristie Mitchell CAP, Senior Manager of Charitable Planning at DAFgiving360 (Schwab) — Strategies for Tax-Smart Charitable Giving this Year

• Jared Skurla CFP®, Vice President, Wealth Solutions (Goldman Sachs) — The Future of Asset Management

With Townsend moderating, we’ll connect the dots on how these approaches can deepen client trust and help you strengthen your professional relationships.

📅 Thursday, October 2, 2024
🕑 2:00 PM EST
⏱ 75 minutes (including Q&A)

At Townsend, we believe insight shared is trust earned. We look forward to hosting you for this thoughtful discussion.