Home & Family
Plan Your Future!
- Item Number
- AM05
- Estimated Value
- 3750 USD
- Sold
- 1500 USD to ehl234
- Number of Bids
- 1 - Bid History
Item Description
Plan your future with the help of these experts! Eric Schulkin, a financial advisement consultant with an independent wealth and investment management firm, will review your current financial situation, prioritize your financial goals and customize a financial strategy to suit your needs. Gadi Zohar, Esq. will create a foundational estate plan for you and your family. Steve Cadigan, carrer advisor, will provide a one hour consulting session to discuss any career, job or work related topic or topics of your choice.
A foundational estate plan includes a living trust, coordinating wills, durable powers of attorney, advance health care directives, and transferring one California real property to your trust.
Disclaimer: Eric Schulkin, Gadi Zohar, and Steve Cadigan operate independently. They are not associated professionally with one another. The services offered by each are distinct and separate from the others.
Item Special Note
Winning bidder should contact MPAEF offices at auction@mpaef.org to receive eletronic certificate for the Plan Your Future! Item.
Donated By:
Eric Schulkin of Oppenheimer & Co. Inc., Gadi Zohar, Steve Cadigan
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