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Estate Planning
$250 current bid
6 Bids
FMV: $1500
Description of the Item:
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2 Watchers
- 3 hours Financial Plan Consulting +
- Comprehensive Financial Plan / Retirement Plan and Lifestyle Analysis
Description
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 value is $1500. The certificate expires September 30, 2020.
Donated By Seth Deitchman