Financial Workshop
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Financial Workshop In-Person
A Financial Planning Case Study: Problems addressed, how to plan for your family goals and potential problems or challenges.
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:
- 2:00pm - 3:00pm
- Time Zone:
- Central Time - US & Canada (change)
- Location:
- Learning Lab
- Categories:
- Adult Special Program