Free Seminar: 16 Questions to Ask a Financial Advisor

How are financial advisors compensated? How can you research their background? What standard of care should you expect, and what qualifications should they have? Learn the questions to ask a potential financial advisor before your meeting. Or, ask these questions to your current advisor and learn more about the nature and context of your existing relationship. Opportunities will be available to have your questions answered as well.

Date: Thursday, October 11
Time: 1:00 p.m. or 6:30 p.m.
Registration: Online - Click here to register for the 1:00 session.
Click here to register for the 6:30 session.
Instructor: Joseph G. Budd, CFP, ChFC

Joseph G. Budd is a Managing Partner of 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, while focusing 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 Master's Degree in Financial Services.