Thursday, January 7, 2016

Free Financial Workshops

Financial Workshops
Tuesday, January 12
Presenter: Joseph G. Budd, CFP, ChFC
Free seminars. Registration required.
Rising Rates
Rising Rates: What You Need to Know
Register here.

Retirement Funding
 Funding Your Retirement for 2015: It is not too late.
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