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50s and 60s Financial Planning

$200

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Navigating your finances can be tricky. This private six hour tax and financial planning for those in their 40s and 50s gift certificate includes: Two hours of tax advice provided by a CPA, four hours of financial planning, advice on planned giving including how to donate appreciated assets and setup a donor advised fun to benefit your favorite charity, and a financial plan for your retirement.

There are three Goff Financial Group packages available in this auction. Only one gift certificate is valid per purchases or household. You may gift or transfer your winning certificate to another individual or household.

Expires 4/14/2020

Donated By The Goff Financial Group