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Financial/Retirement Plan

$500

Description of the Item:

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This Financial / Retirement Plan encompasses personal investments, insurance, healthcare & educational planning needs as well as business interests & investments.

The winning bidder will also receive help assessing their estate planning needs, pension & Social Security options, retirement goals & lifestyle analysis today & in the future.

A Morgan Stanley Planner and Advisor will work with you to develop and advise you on their financial plan.

The FMV for this package is $2000!

Donated By Seth Deitchman