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. This is an online event. The event URL will be sent via registration email.

“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.