Limmud NY – Limmud NY Spring 2016 Auction
Auction Ends: Jun 16, 2016 10:15 PM EDT

Services

Two-Hour Consultation with One of America's Top Financial Advisors

Item Number
194
Estimated Value
1200 USD
Opening Bid
600 USD

Item Description

One of America's top financial advisors, Gary Schatsky, will spend two hours with you reviewing your portfolio and answering any questions you may have.

Gary, who is Chair Emeritus of NAPFA (National Association of Personal Financial Advisors), pioneered the concept of comprehensive fee-only in 1981, when it was almost unheard of. Today, his New York City-based firm, IFC (Independent Financial Counselors), boasts a nationwide clientele. 

Frequently quoted in publications such as The New York Times, The Wall Street Journal, Fortune, Bloomberg BusinessWeek, Money Magazine and USA Today, he has been recognized as a top financial advisor by:
• Worth - one of the 250 best financial planners
• Mutual Funds - one of the 100 super planners
• Medical Economics - one of the 150 best financial planners for doctors

Gary lectures nationally on such topics as personal finance, investments, and tax and estate planning. His television appearances include NBC Nightly News, PBS NewsHour, and CBS This Morning. He has also been featured on The Wall Street Journal Report, and National Public Radio's Morning Edition and Marketplace.

The session will take place at IFC's Upper West Side office.

 

Item Special Note

By bidding on this item, you agree to be bound by the Limmud NY 2016 Online Auction Rules and Guidelines, which can be viewed here.

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