Metairie Park Country Day School – MPCDS Parents' Association City Nights 2018 Auction
Auction Ends: Mar 25, 2018 09:00 PM CDT

Services

Morgan Stanley Financial Plan Package

Item Number
172
Estimated Value
2500 USD
Sold
200 USD to lc9e9e4c3
Number of Bids
1  -  Bid History

Item Description

You are bidding on a written financial plan that addresses your retirement goals, education expenses, investment objectives, and estate planning needs all tailored by the Audubon Group at Morgan Stanley.

The process begins with an in-depth conversation to help you clarify your financial goals, investment preferences and risk tolerance.

Next, Morgan Stanley advisors will review your current and future financial situation, identify the likelihood of reaching your goals and determine any potential shortfalls or the impact of any unexpected life events.

Finally, you will be walked through a draft of your written, comprehensive financial plan and any questions you have will be answered.

To be redeemed with the Audubon Group at Morgan Stanley in New Orleans, LA.

Item Special Note

City Nights online auction takes all major credit cards.  You must register with a credit card. No checks. The winning bidder is responsible for all shipping costs.  Shipping will be handled by either USPS, UPS or FedEx.  Delivery signature will be required.

*please make sure credit card information is current i.e. exp. date.  Inaccurate information wil automatically reward next top bidder.

Donated By:

The Audubon Group at Morgan Stanley