Peirce PTO – Peirce Elementary School Auction
Auction Ends: Feb 5, 2010 09:00 AM EST

Services

Financial Planning

Item Number
195
Estimated Value
2000 USD
Opening Bid
200 USD

Item Description

Elizabeth McVittie, CFP®, owner of McVittie Financial Advisors, will walk you through your company’s plan, the investment options, and the plan details to help you maximize this potentially powerful investment tool.  Elizabeth has almost 14 years of investment advisory experience.  She advises 401(k) and 403(b) plan providers as well as families, individuals and small business owners and is willing to put that knowledge to work helping you navigate your company’s retirement plan.This opportunity includes two 1-hour meetings:  The first to review your company’s plan details (employer contributions, employee limitations, investment options and annual limits) and discuss your goals and risk tolerance.  The second meeting focuses on how to take best advantage of the plan including the presentation of investment recommendations.

Donated By:

Elizabeth McVittie