Wednesday, October 7, 2015

Free Financial Workshops

Financial Workshops
Thursday, October 15
Presenter: Joseph G. Budd, CFP, ChFC
Free seminars. Registration required.
Avoiding Big Mistakes When Saving for Retirement
There are no "do-overs" if you don't save for retirement.
 1:00-2:00pm
Register here.
Preparing Your Children for College
 Financial and academic planning - what to do and when to do it.
6:30-7:30pm
Register here.

Joseph G. Budd is a managing partner at Budd, Melone Company, LLC. As a certified financial planner, Joe works to provide comprehensive financial strategies for higher net worth clients to help them maintain a lifestyle of independence and dignity throughout retirement, as well as, focuses on estate investment planning strategies. Joe holds a Bachelor’s Degree from Walsh College of Accountancy and Business Administration with a major in Finance, and studied at the American College for his CFP® , ChFC® certifications, and his Masters Degree in Financial Services.

Click the links above to register, call Brigid Day at 615-371-0090 ext. 8510, or e-mail dayb@brentwood-tn.org.