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Client Education

Client Education

An informed client makes for a better client and our client like to be in the know. We hold educational presentations throughout the year to help empower our clients when it comes time to make important decisions that impact their financial future. 

Some of the classes we provide are:

  • Retirement Planning
  • Psychology of Retirement
  • Long-Term Care Planning
  • Estate Planning
  • Medicare Enrollment
  • Budgeting
  • Finance
  • Identity Theft Protection
  • Reverse Mortgages
  • Economics and Markets

In addition to these publicly available classes. Townsend offers employer educational events. Townsend works with human resource directors to provide on-site financial education where we highlight the various approaches and important elements of living a financially responsible life. For more information on organizing a presentation for your company, department or group of colleagues, please contact our Events & Communication Manager, Savanna Brown, at Savanna@TownsendRetirement.com.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Townsend. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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. Townsend is accredited in Colorado only. 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' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Securities licensed in the following states: AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

Insurance licensed in the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

SEC Registered Investment Advisor

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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
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Aspen Address

197 Prospector Road, Suite 2104A | Aspen CO | 81611

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:




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