Unique Experiences
Financial Planning Session with CFP
- Item Number
- 218
- Estimated Value
- 500 USD
- Sold
- 50 USD to SStein
- Number of Bids
- 1 - Bid History
Item Description
A two-hour financial planning session with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review the current financial situation and insurance analysis & develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the sessions. Nick is a CERTIFIED FINANCIAL PLANNERĀ® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options. Please note: The consultation can be done in person if local or over Zoom/Phone if needed. There is no expiration on it and it is only US.
Donated By:
CAPITAL AREA THERAPEUTIC RIDING ASSOCIATON stores data...
Your support matters, so CAPITAL AREA THERAPEUTIC RIDING ASSOCIATON would like to use your information to keep in touch about things that may matter to you. If you choose to hear from CAPITAL AREA THERAPEUTIC RIDING ASSOCIATON, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so CAPITAL AREA THERAPEUTIC RIDING ASSOCIATON will keep your personal data secure and CAPITAL AREA THERAPEUTIC RIDING ASSOCIATON 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.