Townsend sends out quarterly newsletters covering many aspects of financial planning. These newsletters provide investment management and retirement planning information as well as estate and legacy planning advice. The newsletter is available free of charge to both current and prospective clients. The newsletters include a market commentary, the relative strength of the market, financial articles with additional newsworthy items, an article related to the financial industry and retirement planning, and Cayle’s Connections, a local activity- and event-based update.

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Important Disclosure Information
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Townsend & Associates, Inc. (“Townsend”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Townsend. Please remember to contact Townsend, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Townsend is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Townsend’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

It’s important for Townsend to hold events for all our clients which not only gives them a night out to enjoy themselves, but also the opportunity to meet other clients. Townsend is thankful to serve as your retirement investment advisor and manage your funds; in turn, our team works hard to make sure you enjoy your overall retirement planning experience with us, which is why we try to offer activities that will suit everyone’s interests and hobbies! Please note that no dollar amount of clients’ planning fees are used towards any of these special events. All client fees will remain the same, regardless of whether we hold special events or not.

2024 Event Calendar

Quarterly Market Updates

• October 22^rd on Zoom

Client Educational Presentations

• September 19^th - Topic: Fatal Flaws of Traditional Retirement
• November 7^th - Topic: Retirement at the Denver Aquarium

Upcoming Events

• August 15^th - 9 & Dine for Couples
• August 17th - Townsend Eagles Motorcycle Ride
• August 21^st - 27^th - Rollin' Oldies Trip to Rafter J Bar Ranch (South Dakota)
• August 24^th - Triggers Outing
• September 10^th - Sew & Sews Meeting
• September 12^th - 9 & Dine for Couples
• September 19^th - 24^th - Rollin' Oldies Trip to Taos Valley RV Park (New Mexico)
• September 14^th - Triggers Outing
• October 8^th - Sew & Sews Meeting
• October 26^th - Triggers Final Outing & Lunch
• November 12^th - Sew & Sews Meeting
• December 7^th - Bell Ringing Volunteer Event & Lunch