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. 

Free Financial Workshops

Financial Workshops

Thursday, September 17

Presenter: Joseph G. Budd, CFP, ChFC

Free seminars. Registration required.

Investor Behavior!

Don’t behave yourself out of the returns you deserve.

Thursday, 1-2:00pm

Register here.

Portfolio Diversification and Performance

How to put together a portfolio to meet your goals.

Thursday, 6:30-7:30pm

Register here.

Children's Financial Workshop

Helping Children Build Sound Financial Skills
 Thursday, July 16, 1pm
Free Workshop - Registration Required

Learn practical tips teaching children financial literacy. The workshop is intended for children and their parents.

 

Joe Budd, presenter, holds a Bachelor's Degree from Walsh College of Accountancy and Business Administration with a  major in Finance. He has the heart of a teacher and is not selling products.

 

Register online or call 615-371-0090 ext. 8510 or email: dayb@brentwood-tn.org.

More Financial Workshops for You

Continuing our series of financial information workshops, we offer two more insightful opportunities:

Thursday, May 7

Investing for a Rising Interest Rate -- 1:00 pm

What to do and how to protect your investment portfolio.

Click here to register.

Financial Outcomes Every Family Should Plan For -- 6:30 pm

Click here to register.

At each free seminar, Certified Financial PlannerTM Joe Budd will present relevant information and answer your questions. This is not a product promotion, but an educational opportunity.

Registration is required. Call 615-371-0090, ext. 8510 or register online.

Upcoming Financial Workshops

Your finances are an important part of your life. As such, these financial workshops may help answer your money questions.

Financial Self-Defense

Learn to recognize the potential signs of financial abuse that would alert you to these issues before they happen to you.

Thursday, April 30th, 1-2pm

Volatility vs. Market Risk

Volatility does not necessarily mean risk. This program will help you understand the difference, so bring your questions.

Thursday, April 30th, 6:30-7:30pm

Both of these programs are free, but registration is required. To register, call 615-371-0090, ext. 8510, email dayb@brentwood-tn.org, or register online.

Register here for Financial Self-Defense.

For Volatility vs. Market Risk, register here.

Both workshops are educational events. No products will be presented or sold.

Presented by Certified Financial Planner TM  Joseph G. Budd.

Financial Workshops on the Horizon

Got financial questions?

Check out our upcoming Financial Workshops

Thursday, March 26

Retirement Income Planning : 1:00-3:00pm

Discover what makes up a comprehensive retirement income plan,including Social Security Planning, for Pre/Post-Retirees.

16 Questions to Ask a Financial Planner: 6:30-8:00pm

When considering working with a financial planner, what do you need to ask, and why?

Join Certified Financial Planner Joseph G. Budd for either (or both) of these free workshops.

Register online or call 615-371-0090, ext. 8510.

Taking Charge in an Uncertain World

This seminar will help you figure out where you stand financially, how to avoid the pitfalls commonly associated with poor financial planning, and how to maintain your course and standard of living in retirement. Presented by Joseph G. Budd, CFP®, ChFC®. For your convenience, this session will be offered twice. Choose the one that fits your schedule best.

 

Date: Thursday, October 3

Time: 1:00 - 2:00 p.m.
Registration: Online - Click Here

 

Date: Thursday, October 3

Time: 6:30 - 7:30 p.m.
Registration: Online - Click Here

 

 

Preparing for a Rise in Interest Rates

Learn how to prepare for a rise in interest rates at this free lecture! The following topics will be discussed: What to expect when the rates begin to go up. How to adjust your investment planning to minimize the negative consequences of rising interest rates. What benefits to take advantage of in a rising rate environment. For your convenience, this lecture will be offered twice--choose the time most convenient for you. Seats are limited, so please register in advance. Presented by Joseph G. Budd, CFP®, ChFC.®

Date: Tuesday, September 10

Time: 1:00 - 2:00 p.m.

Registration: Online - Click Here

Date: Tuesday, September 10

Time: 6:30 - 7:30 p.m.

Registration: Online - Click Here

Teach Children to Save the Day

It's never too soon to learn sound financial skills! Bring your children to Teach Children to Save Day, and help them get started on the path to a strong financial future. At Teach Children to Save the Day, Reliant Bank's top bankers come out of their offices to teach young people about the value of saving and show them how to develop lifelong saving habits.

This is a free, informal, drop in-drop out event for parents and children, grades K-6. Come visit different table stations to learn how to save, do a savings related children's craft, enjoy a savings read aloud corner, see a savings family resource table, and take group tours of the Children's Library. Snacks will be provided, too!

Date: Thursday, April 25
Time: 4:30 - 6:00 p.m.
Place: Children's Library

Financial Self Defense Class

Check the news on any given day, and you’ll likely run across another sad tale of financial fraud. Even the most sophisticated investors can fall prey to it, as the Bernie Madoff saga clearly demonstrates. But you don’t have to run in Madoff’s circles to encounter financial abuse. A 2009 survey of Certified Financial Planner™ professionals found that 60% of respondents knew a consumer who had experienced fraud or abuse at the hands of another advisor. The most likely targets of financial fraud or abuse were senior citizens, aged 61-75. According to the Elder Financial Planning Network, seniors have lost $2.6 billion to financial mismanagement or abuse. Learn how to recognize the potential signs of financial abuse, and prevent it from happening to you.

For your convenience, this class will be offered twice. Pick the time that is best for you!

Date: Thursday, March 14
Time: 1:00 - 2:00 p.m.
Place: Fall Room
Registration: Online - Click Here!

Date: Thursday, March 14
Time: 6:30 - 7:30 p.m.
Place: Fall Room
Registration: Online - Click Here!

Making Sense of the Tax Changes for 2013

Learn what has changed, what things to prepare for, and how to plan for your future. Presented by Joseph G. Budd, Budd, Melone & Company. For your convenience, this free seminar will be offered twice. Choose the time that best fits your schedule.

Date: Thursday, February 28
Time: 1:00 p.m.
Registration: Online - Click Here

Date: Thursday, February 28
Time: 6:30 p.m.
Registration: Online - Click Here

Retirement Income Crisis: Generational Issues Buried

The race to retirement has been heating up ever since the first baby boomers started getting closer to the retirement age finish line. However, the current market environment has most investors terrified. And with this newly found terror, investors are searching for a portfolio that will bring them comfortably across the financial finish line through all the markets’ manic depressive twists. The answer, however, may not be what a large majority of investors would expect. Investors are trying to win the race to the wrong finish line. Learn how to guard your emotions and to focus on the core facts and goals of your situation to avoid these mistakes.

For your convenience, this free seminar will be offered twice:
Wednesday, November 14 at 6:30 p.m - Click here to register.
AND Thursday, November 15 at 1:00 p.m. - Click here to register.

Financial Self Defense

Check the news on any given day, and you’ll likely run across another sad tale of financial fraud. Even the most sophisticated investors can fall prey to it, as the Bernie Madoff saga clearly demonstrates. But you don’t have to run in Madoff’s circles to encounter financial abuse. A 2009 survey of Certified Financial Planner™ professionals found that 60% of respondents knew a consumer who had experienced fraud or abuse at the hands of another advisor. The most likely targets of financial fraud or abuse were senior citizens, aged 61-75. According to the Elder Financial Planning Network, seniors have lost $2.6 billion to financial mismanagement or abuse. Learn how to recognize the potential signs of financial abuse that should alarm you of these issues before they can happen to you.

Date: Thursday, September 13
Times: 1:00 - 3:00 or 6:30 - 7:30
Registration:
For the 1:00 seminar - Click here
For the 6:30 seminar - Click here

Joseph G. Budd is a Managing Partner, Budd, Melone Company, LLC. As a CERTIFIED FINANCIAL PLANNER^TM 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.

Personal Finance: Borrowing Basics

Learn how credit works: the requirements, benefits, appropriateness, and costs of obtaining loans or lines of credit.

Date: Tuesday, June 19
Time: 6:00 - 7:00 p.m.
Place: Fall Room
Cost: Free
Presenter: SunTrust Bank
Registration: Online

Your identity is important. Protect it!

Learn to protect your identity and personal information--no mustache and glasses required! This free seminar, presented by Suntrust, will provide information about consumer protection laws and address how to guard against identity theft, predatory lending, and elder abuse.



Date: Wednesday, May 23
Time: 6:00 - 7:00 p.m.
Place: Meeting Room B
Registration: Online

Strategies for Today's Retirees

Date: Thursday, May 17
Time: 1:00 - 2:00 p.m.
Place: Meeting Room B
Registration: Online

Come to this free seminar to learn how to sustain your standard of living, regardless of economic challenges, and discover what you should look for in the near future. Led by Joseph Budd, CFP, ChFC.

Seminar: Pay Yourself First

Date: Wednesday, April 25
Time: 6:00 - 7:00 PM
Place: Meeting Room B
Cost: Free!
Registration: Register online

This seminar will review why it’s important to save, and covers various ways to help you reach your savings goals. The seminar will also help you to determine which savings options work best for you, and touches on ways to save for large-expense goals.

Nine Mistakes When Saving for Retirement

Dates: Thursday, April 12
Time: 1:00 - 2:00 PM
Place: Meeting Room B
Cost: Free
Registration: Online

Come to this free seminar led by Joseph Budd, CFP, ChFC to learn how to avoid these pitfalls, what to plan for, and how to approach your own situation.

7 Financial Outcomes Every Family Must Be Concerned About

Date: Thursday, March 22
Time: 6:30 - 7:30 PM
Location: Meeting Room B
Cost: Free
Registration: Online

Key questions you must address, for your life, family, and financial well being. Presented by Joseph Budd, CFP®, ChFC®.