Self Care
Financial Planning Session
- Item Number
- 151
- Estimated Value
- 3500 USD
- Sold
- 1500 USD to nge6a2886
- Number of Bids
- 1 - Bid History
Item Description
A full financial planning session with special emphasis on education savings and retirement planning with one of our financial advisors. Our planning process involves a series of meetings (in person or via Zoom) focusing on your investments, risk management, protection strategies, tax planning, wealth transfer, goals, challenges, and more. Together with the advisor, you will identify different options that are the best fit for your risk and comfort level. At the end of the process, you will be presented with a full plan and list of recommendations curated for you. With our unique planning method, you gain the insight needed to be sure you are on the right track. Highest 2 Bidders Win! This item will be available for bidding during the ONLINE AUCTION only, which is open to ALL and starts at 11:00 am on Tuesday, March 12, 2024 and ends at 9:00 pm on Friday, March 15, 2024.
Item Special Note
Winning bidder should email the MPAEF office at events@mpaef.org to receive the electronic certificate for the item.
Donated By:
Menlo Park-Atherton Education Foundation stores data...
Your support matters, so Menlo Park-Atherton Education Foundation would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Menlo Park-Atherton Education Foundation, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Menlo Park-Atherton Education Foundation will keep your personal data secure and Menlo Park-Atherton Education Foundation will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.
Parkline
Keri Nicholas, Parc Agency
Entre Nous Aesthetics
Mary & Brent Gullixson, Compass
Victoria Bi, Compass
California Water Service
Dana Carmel, Compass
Four Seasons Resort, Maui at Wailea
Grace Dental Pediatric
Joy Orthodontics
Hessler Plastic Surgery
L&P Aesthetics
Tom LeMieux, LeMieux Associates
Newton Center
Sabah Mansoor Design
Alkalign Studios
The Bohannon Foundation
Noopur Gupta, expRealty
Monica Hanover, Intero
Santa Cruz Mountain Winegrowers Assoc.
Sports Basement