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2020 Financial Wellness Workshop
If you've ever wondered...
- What should I be doing with my money?
- What do I tackle first?
- Should I be saving or paying off debt?
- Should I be investing?
- Where do I start?
- What if I'm not making enough money?
- What order should I be doing all this?
Then this financial wellness workshop is for you!
Join me, Heather Townsend, of
You will not be asked to share any personal money matters. I’ll be sharing how I help my clients figure out what they want from their money as money is POWERFUL when we use it to build the life we desire to live.
Oh and did I mention there will be cocktails & small plates :)
Tickets on sale with limited seating. For event updates, follow along on
Financial Wellness Workshop 6-8PM
Workshop 6-7 Bring a pen, your financial questions & a smile :)
Q&A, Drinks + Apps 7-8
Heather Townsend CFP®, CPA & CSLP®
Heather started her own financial planning firm after eight years in the financial industry when she noticed her friends & family had nowhere to turn for trusted financial advice. She is a fiduciary and fee-only financial planner, which means she takes no commissions and took an oath to always act in my client's best interest at all times because that is what she believes all clients should receive from their financial advisor.
Heather graduated from Arizona State University, W.P. Carey School of Business, with a BS in Accountancy. She then worked in the San Francisco and NYC offices of a global accounting firm, advising high net-worth individuals and Fortune 500 companies. In London, she served as Financial Director for a top-end property development firm, counseling owners on the best ways to use profits. She is a CFP® (Certified Financial Planner™), CPA (Certified Public Accountant) and CSLP® (Certified Student Loan Professional). Townsend Financial is a member of NAPFA and XY Planning Network.
