Three (3) Hours of Financial Planning & Retirement Planning
3 hours of Financial Plan Consulting by our Certified Financial Planner (CFP) including a Comprehensive Financial Plan/Retirement Plan and Lifestyle Analysis. This Financial / Retirement Plan encompasses your personal & business investments, insurance, healthcare & educational planning needs. You will also receive help assessing your estate planning needs, pension & Social Security options, retirement goals & lifestyle analysis today & in the future. A Morgan Stanley Certified Financial Planner CFP® will work with you to develop and advise you on your financial plan.
Donated by :Company Name : Morgan Stanley
Name : Seth Deitchman
- All sales are final and there will be no exchanges or refunds on items. Please read carefully all specifications and limitations listed for each item.
- Payment in full by the winning bidder must be made by credit card.
- Unless otherwise specified, all auction items and services must be used within one year.
- CHS IBBC warrants neither the quality nor value of items or services auctioned. All items are sold in as is condition and with all faults. Dollar values are estimates provided by the donor and are not warranted by CHS IBBC for tax purposes or as an indication of market value.
- At the closing of the silent auction, title to each article will pass to the highest bidder who then assumes full risk and responsibility.
- The purchaser must show their invoice with the red PAID stamp to claim their items at the end of the evening.
- If the purchaser is not present at the auction, please contact Kati Koenig at gakoenigs@mac.com or 404-429-2823 to arrange pick up of items.
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