Sunday, May 15, 2016

Free Financial Workshops

Free Financial Workshops

Tuesday, May 17

Free Programs. Registration Required.

Presenter: Joseph G. Budd

Social Security Planning and Retirement

Retirement Income: Five Questions You Should Answer Before You Retire

JOSEPH G. BUDD is a Managing Partner, Budd, Melone Company, LLC. As a CERTIFIED FINANCIAL PLANNER™ professional, 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.

For questions, call Brigid Day at 615-371-0090 ext. 8510, or