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Franklin Tennessee

725 Cool Springs Boulevard

Suite 600
Franklin, TN 37067

Troy Michigan

101 W. Big Beaver Road

Suite 1400
Troy, MI 48084

Events

Access our Digital Library to view recordings of our previous webinars. 

https://www.buddwealth.com/digital-library

Upcoming Events

June 26, 2024

12:00p - 1:00p

Zoom Webinar

Register

Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA

How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security, and financial plans.

Past Events

June 18, 2024

12:00p - 1:00p

The John P. Holt Library

How Tax Planning Changes through Four Stages of Retirement

The problem is simple: most people pay more in taxes in retirement than is necessary. Because they don’t understand the role of taxes in retirement, they end up stumbling into horrific, costly mistakes. Join Joe Budd for an informative session that will help you protect your money as you plan for retirement.

April 24, 2024

12:00p - 1:00p

Zoom Webinar

Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income

People often come to the issue often claiming Social Security with little knowledge about how it works, sometimes overly influenced by myths they’ve heard repeated over the years.

March 27, 2024

12:00p - 1:00p

Zoom Webinar

How Tax Planning Changes through the 4 Stages of Retirement

The problem is simple: Most people pay more in taxes in retirement than is necessary.

February 28, 2024

12:00p - 1:15p

Zoom Webinar

Six Steps to Legacy Planning for the Generations

Learn to Craft Your Legacy and Leave Your Mark for the Next Generation.

January 31, 2024

12:00p - 1:00p

Zoom Webinar

2024 Outlook Webinar: Turning Point

Join me for this 25 minute Webinar discussing what might be in store for investors for this year.

December 13 - December 15, 2023

12:00p - 3:00p

Zoom Webinar

Retirement Spending Webinar

A look at budgeting and how your budget is front and center to your overall financial plan.

November 15, 2023

12:00p - 2:00p

Zoom Webinar

The New Retirement Rules: Understanding SECURE Act 2.0

The Secure Act 2.0 rules and the impact it will have on your retirement.

September 27, 2023

1:00p - 1:30p

Zoom Webinar

How Tax Planning Changes Through Four Stages of Retirement

Tax Planning will change over the course of your retirement.

August 30, 2023

1:00p - 3:00p

Zoom Webinar

Road to Retirement: Managing Retirement Income

Join me for this 25 minute Webinar discussing strategies that will help you envision what might work as a long-term guide for drawing retirement income

July 26, 2023

1:00p - 3:00p

Zoom Webinar

Mid-Year Outlook 2023

Presentation for Mid-Year Outlook 2023

June 21, 2023

12:00p - 1:45p

Zoom Webinar

How Successful Families Approach Money

We will Discuss how affluent families have the money discussions among multiple generations.

May 17, 2023

1:00p - 4:00p

Zoom Webinar

Planning for Lifetime Income in Retirement

We will take a historical perspective approach as we discuss the main goals when planning for retirement that may last 2 or 3 decades.

April 26, 2023

12:00p - 1:00p

Zoom Webinar

Tax Efficient Distribution Strategies

What you need to know about minimizing taxes when creating an overall strategy for retirement income.

March 30, 2023

12:00p - 3:00p

Zoom Webinar

Visualize Retirement

How to frame your retirement goals so that they are in line with your personal values and goals.

February 22, 2023

12:00p - 2:00p

Zoom Webinar

Thriving in Volatile Markets

How to handle market volatility and stick to your long-term plan and goals

January 25, 2023

12:00p - 2:00p

Zoom Webinar

Outlook 2023: What Might Be In Store For Investors

Webinar discussing the LPL Research Outlook for the financial markets for 2023.

December 14, 2022

12:00p - 3:00p

Zoom Webinar

November 16, 2022

1:00p - 3:00p

Zoom Webinar

October 26, 2022

12:00p - 3:00p

Zoom Webinar

September 21, 2022

1:00p - 3:00p

Zoom Webinar

August 25, 2022

12:00p - 12:30p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_sNL7RJtWSwyjhcrLjxEQzQ

Fortifying Your Retirement

Getting organized for the next journey in your life. Effort put in ahead of time will give you an opportunity to create the best chance of success.

July 27, 2022

2:00p - 3:00p

Brentwood Library

LPL Mid-Year Outlook 2022

What might be in store for investors for the rest of 2022.

July 27, 2022

12:00p - 12:30p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_x_wVoqcGRPO1FE8fLfkFsw

LPL Mid-Year Outlook 2022

What might be in store for investors for the rest of 2022.

June 22, 2022

2:00p - 3:00p

Brentwood Library

The Psychology of Investing

How keeping your perspective and emotions in check can help make you a better investor.

June 22, 2022

12:00p - 12:30p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_ODdcVc4ATiayVQ3VDwfFWA

The Psychology Of Investing

How keeping your perspective and emotions in check can help make you a better investor.

May 18, 2022

2:00p - 3:00p

Brentwood Library

Social Security Choices

How to develop a Social Security Claiming strategy and integrate it with your financial plan for retirement.

May 18, 2022

12:00p - 1:00p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_XUZsvVrzRr-Ob4bW2Wqm8Q

Social Security Choices

How to develop a Social Security Claiming strategy and integrate it with your financial plan for retirement.

April 27, 2022

2:00p - 3:00p

Brentwood Library

Tax Smart Retirement Income

How the sequence of withdraws from a portfolio can impact your taxes.

April 27, 2022

12:00p - 1:00p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_KOirzovUTT22yUg31vkCeQ

Tax Smart Retirement Income

How the sequence of withdraws from a portfolio can impact your taxes.

March 23, 2022

2:00p - 3:00p

Brentwood Library

The Changing Face Of Retirement

The retirement of today is different from prior generations.

March 23, 2022

12:00p - 12:30p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_MIA-GFCfSYuKh4zPBijNBA

The Changing Face of Retirement

The retirement of today is different from prior generations.

February 23, 2022

2:00p - 3:00p

Brentwood Library

When Health & Money Intersect

How our health and financial lives are connected.

February 23, 2022

12:00p - 12:30p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_PsgzSm7iTHCWKyPI_f4wIQ

When Health & Money Intersect

How our health and financial lives are connected.

January 26, 2022

2:00p - 3:00p

Brentwood Library

Outlook 2022: Passing the Baton

What might be in store for investors in 2022.

January 26, 2022

12:00p - 12:30p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_zKaAsjiRTAGt07zVtcgpRA

Outlook 2022: Passing the Baton

What might be in store for investors in 2022.

December 15, 2021

12:00p - 12:30p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_Coim68spQwmrMQ6fBSO6HQ

Megatrends

Own the future and the speed of change.

December 14, 2021

12:00p - 1:00p

Brentwood Library

Megatrends

Own the future and the speed of change.

November 17, 2021

12:00p - 12:30p

Online Registration: https://us02web.zoom.us/webinar/register/WN_9FgIfPwQQF2k3nzeACj3-g

The Times They Are A’ Changin’

How is today different from previous generations from an investing and planning perspective.

November 16, 2021

12:00p - 12:30p

Brentwood Library

The Times They Are A’ Changin’

How is today different from previous generations from an investing and planning perspective.

October 20, 2021

2:00p - 2:30p

The Brentwood Library

A Financial Planning Case Study

Problems addressed, how to plan for goals and potential problems.

October 20, 2021

12:00p - 12:30p

Online Registration: https://us02web.zoom.us/webinar/register/WN_yEwE7XujQP6ut51fY5WRMQ

A Financial Planning Case Study

Problems addressed, how to plan for goals and potential problems.

September 29, 2021

2:00p - 3:00p

The Brentwood Library

The Future is Now

How innovation can drive change.

September 29, 2021

12:00p - 12:30p

Online Registration: https://us02web.zoom.us/webinar/register/WN_qBra883AT1ebyYzifjidcA

The Future is Now

How innovation can drive change.

August 25, 2021

12:00p - 12:30p

Online Registration: https://us02web.zoom.us/webinar/register/WN_GtfX0sr2SnW-VBofj3M8Tw

Maintaining Perspective In Uncertain Times

How to stay focused on your goals and long-term plan during turmoil and uncertainty.

August 24, 2021

12:00p - 1:00p

Brentwood Library

Maintaining Perspective In Uncertain Times at the Brentwood Library

How to stay focused on your goals and long-term plan during turmoil and uncertainty.

July 28, 2021

12:00p - 12:30p

Online Registration: https://us02web.zoom.us/webinar/register/WN_DFaASSjIQ3GkYP4WwrROjg

Mid-Year Outlook 2021

What might be in store for investors the rest of 2021.

June 23, 2021

12:00p - 1:00p

Online Registration: https://us02web.zoom.us/webinar/register/WN__YNzBFh8QYmZTyal6BuFLw

Talking to Your Children

Six keys to building a solid financial future with your children.

May 19, 2021

12:00p - 1:00p

Online Registration: https://us02web.zoom.us/webinar/register/WN_GrDM1fOZTNqtkQxxQbEK2w

Retiree Healthcare

Understanding Medicare and Planning for Healthcare

April 21, 2021

12:00p - 1:00p

Online Registration: https://us02web.zoom.us/webinar/register/WN_Vav56TQnT9OcucYPkYhdOA

Financial Literacy

Key concepts of personal finance and investing to round out your financial education.

March 24, 2021

12:00p - 1:00p

Online Registration: https://us02web.zoom.us/webinar/register/WN__9F_iGjZSoCmupfalw6nqA

Protect Yourself From Yourself:

Why we make emotional investment decisions and how we can stop it.

February 24, 2021

12:00p - 1:00p

Online Registration: https://us02web.zoom.us/webinar/register/WN_hJA5tUa1Tua96SXVniTYOg

Keep Calm and Remain Diversified

A look at why staying disciplined in your investing approach, may help the long-term results.

October 28, 2020

12:00p - 1:00p

Online Webinar:

October 14, 2020

12:00p - 1:00p

Online Webinar

Event Registration