Ashland Education Foundation, Inc. – 2016 AEFI Gala
Auction Ends: Apr 1, 2016 10:00 PM EDT

Services

Get Ready For Retirement!

Item Number
SS-108
Estimated Value
1000 USD
Opening Bid
100 USD

Item Description

Karen Melo, Certified Financial Planner, ADPA, gives you a retirement income and investment review which includes: 1) two meetings with a qualified financial planner, 2) Identification of your retirement objectives, priorities, risk tolerance and income needs, 3) Analysis of investments and personalized portfolio recommendations, 4) access to your own account website, Personal Financial view, for one year

Item Special Note

This offer is not available to existing Baystate Financial clients. Representatives do not provide formal tax or legal advice. Meetings can take place at any of their Massachusetts or Rhode Island offices or via web conferencing.

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