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Townsend University: Wills, Trusts, & POAs Lunch & Learn

We would be delighted to have you join us for the next 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. 

To guide this conversation, we are pleased to welcome Thomas McCuiston, a valued partner and attorney who brings thoughtful insight into how these documents work and why they matter. Together, we will outline practical considerations, common misconceptions, and steps to help your family prepare with intention.

Event Details
Friday, February 27
1:00 PM ET
Featuring guest speaker Thomas McCuiston

At Townsend, we believe that informed families make stronger decisions for today and the future. 

We look forward to welcoming you and supporting you or your loved ones as you continue building a solid foundation for years ahead.

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January 22

Townsend University: Home Ownership vs. Renting