Other
Retirement and Investment Analysis
- Item Number
- 150
- Estimated Value
- 1200 USD
- Sold
- 231 USD to kw4cf0937
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to Old Sturbridge Village (tax ID 042104809) on behalf of the winner.
- Number of Bids
- 8 - Bid History
Item Description
Make decisions with confidence, with a virtual financial analysis at your convenience! Who says money management can't be easy and convenient? This financial analysis package is for two meetings (via web conferencing) with a qualified CERTIFIED FINANCIAL PLANNER practitioner. It includes the identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. Our team specializes in retirement planning for busy professionals and the LGBTQ community.
Thank you to Karen Melo Ticas CFP®, RICP® for donating this item.
Item Special Note
Expires 10/07/2024.
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