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ONLINE - Financial Workshop

ONLINE - Financial Workshop In-Person

A Financial Planning Case Study: Problems addressed, how to plan for your family goals and potential problems or challenges.

This will be an online webinar. 

Register here: https://us02web.zoom.us/webinar/register/WN_yEwE7XujQP6ut51fY5WRMQ 

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 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.

Date:
Wednesday, October 20, 2021
Time:
12:00pm - 1:00pm
Time Zone:
Central Time - US & Canada (change)
Location:
Online
Categories:
  Adult Special Program  

Event Organizer

Mary Katherine Rooker