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 brigid.day@brentwoodtn.gov.
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