President Joseph Eschleman spent a good, productive pre-Thanksgiving day at Dynasty Financial Partners NYC headquarters on Wednesday, collaborating with Dynasty’s CEO, Shirl Penney, about Towerpoint Wealth’s vision, buildout, and continued growth.
Monthly Archives: November 2017
TPW Lunch and Learn #3 a hit!
TPW Lunch and Learn series of downtown educational financial workshops continued yesterday afternoon, with the third in the L&L series focusing on how to reduce investment expenses. Sixteen attendees enjoyed listening to Towerpoint Wealth’s president, Joseph Eschleman, and A.J. Rea, Director at iShares, lead a spirited and interactive discussion on the importance of minimizing fees, …