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ONLINE How Successful Families Approach Money Online

We will discuss how affluent families have the money discussions among multiple generations and how that might be helpful for you to consider how you would like to approach this concept with your own family.

"Joe Budd is an interactive instructor with a great teaching style. I recommend his classes to many people."  -from a recent participant in Mr. Budd's program.    

JOSEPH G. BUDD is a Managing Partner, Budd Wealth Management, 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.

The Library adheres to the Americans with Disabilities Act that assures equal access to all library facilities, activities, and programs.  For reasonable and timely accommodations, refer to the https://www.brentwoodtn.gov/departments/library/library-programs and contact the program organizer.  Any ADA accommodations necessary for a program attendee will require at least one week of prior notice before the program or event.  

Date:
Wednesday, June 21, 2023
Time:
12:00pm - 1:00pm
Time Zone:
Central Time - US & Canada (change)
Location:
Online
Online:
This is an online event. Event URL will be sent via registration email.
Categories:
  Adult Special Program  
Registration has closed.

Event Organizer

Mary Katherine Rooker