Northside Catholic Academy – 2019 Soiree Black & White
Auction Ends: Feb 10, 2019 09:00 PM CST

Services

3 hours of Financial Planning Services from Preferred Planning Concepts

Item Number
122
Estimated Value
450 USD
Opening Bid
100 USD

Item Description

Preferred Planning Concepts, LLC provides comprehensive and personalized financial advice and services for individuals, professionals, and businesses.  

Good towards 3 hours of financial planning services- free of cost or obligation.

May be used as a single session or over two sessions.

 

Services include:

Portfolio and asset allocation review

Retirement income planning

Estate review and legacy planning.  

 

 

Item Special Note

Expires February 23rd, 2020

Certificate has no cash value. 

Certified Investment Planner.  

2800 S. River Road,Suite 240, Des Plaines, IL 60018

 

 

Donated By:

Todd Gilchrist