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 Marketing Coordinator, Madison Petersen, at Madison@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 | © 2017 Townsend

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