fbpx

Client Education

Client Education

We believe an educated client makes for a better client. We also find that most of our clients like to be in the know. We hold educational classes throughout the year to help empower our clients when it comes time to make decisions that can impact their financial future. In addition, these classes give us an opportunity to demonstrate our knowledge and skills.

Some of the classes we provide are:

  • Retirement Planning
  • Psychology of Retirement
  • Long-Term Care Planning
  • Estate Planning
  • Medicare Enrollment 101
  • Budgeting
  • Finance 101
  • Identity Theft Protection
  • Reverse Mortgage
  • Economics

In addition to these public educational presentations, Townsend offers employer educational presentations. Townsend has been contacted by several human resource directors to come out to their company and speak about the importance of financial education and significant approaches to help live a financially responsible lifestyle. For more information on setting up a presentation for your company, department or a small group of colleagues contact our Events & Communication Manager, Savanna Brown, at Savanna@TownsendRetirement.com.

Advisory services are offered through Townsend & Associates Inc., dba Townsend. Financial Advisors of Townsend are registered representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Townsend and Securities America, Inc. are not affiliated. Privacy Statement | © 2021 Townsend

The BBB has determined this business meets BBB accreditation standards, which include a commitment to make a good-faith effort to resolve any consumer complaints. BBB-accredited businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’s product quality or competency in performing services.

Check the background of this firm on FINRA's BrokerCheck.

Please review Important Disclosure Information set forth in the last section of this web site

Contact
Townsend

North Office Address

2761 West 120th Ave. | Westminster CO | 80234
Click Here to Find Us

South Office Address (No Mail)

2000 South Colorado Blvd. | Tower Two Suite 460 | Denver CO | 80222
Click Here to Find Us

Office Hours

Mon-Thu, 8:00 a.m. to 5:00 p.m.
Fri, 8:00 a.m. to 12:00 p.m.

Phone

303.452.5986

For any general inquiries or to schedule a FREE consultation, please fill in the following contact form:




    Inquiry Type (required):


    Skip to content