Previous Item Next Item

Planning for Good

$250

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

Planning for Good - Financial Analysis with Karen Melo Ticas, Certified Financial Planner

~ Make decisions with confidence, with a virtual financial analysis at your convenience! Who says money management can't be easy and convenient?

~This financial analysis package is for Two (2) meetings (via web conferencing) with a CERTIFIED FINANCIAL PLANNER? practitioner, Karen Melo Ticas.

~ It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations.

~ Our team focuses on working with healthcare providers, business professionals and the LGBTQ community.

~ Value of $1,500 may not be applied to any other product of service.

~ Expires 9/29/2022

Donated By Karen Melo Ticas