Previous Item Next Item

Financial and Estate Planning

$1250

Description of the Item:

Register or sign in to buy or bid on this item. Sign in and register buttons are in next section

Want to purchase this item?

REGISTER NOW

Already have an account?

0 Watchers

1

Comprehensive Financial & Estate Planning - 5-Hour Package Donated by Metropolitan Wealth Management of Raymond James
Take a proactive step toward securing your financial future with this exclusive package from Metropolitan Wealth Management of Raymond James. This offer includes 5 hours of personalized financial and estate planning services, led by experienced professionals holding the CFP (Certified Financial Planner) and CIMA (Certified Investment Management Analyst) designations.
Your planning experience includes:
• Two one-hour, face-to-face meetings with a CFP and CIMA professional
• Three additional hours of behind-the-scenes analysis and customized plan development
• Expert guidance in areas such as retirement planning, investment strategy, tax-efficient wealth transfer, estate structuring, and more
Whether you're building a long-term strategy or fine-tuning your estate plan, this session offers invaluable insight from trusted financial professionals.
Donated by: Metropolitan Wealth Management of Raymond James
Value: $2,500.00
Please note: Meetings must be scheduled in advance and completed within one year of the auction date.

Donated By In memory of Ward Mayer's wife: Jane Mayer