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Financial Workshop

Financial Workshop

Does Your Portfolio Suffer from S&P 500 Envy?: A look at portfolio construction and analysis. 

Free program. Registration required. 

"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, 
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.

Wednesday, March 13, 2019
12:00pm - 1:00pm
Learning Lab
  Adult Life & Learning  
Registration has closed.

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Brigid Day