JEWISH BIG BROTHER-SISTER ASSOCIATION OF BOSTON – JBBBS 99th Anniversary Gala
Auction Ends: Apr 3, 2019 08:00 AM EDT

Services

Build a Personalized Financial Plan with Securian Financial

Item Number
121
Estimated Value
5000 USD
Opening Bid
1600 USD

Live Event Item

After the online close, this item went to a Live Event for further bidding.

Item Description

Get the unique opportunity to work one-on-one with a seasoned financial advisor. Your personal advisor will establish your objectives and goals and then review your current financial status to provide analysis and recommendations. The advisor will examine your net worth, cashflow, retirement needs, asset allocation, insurance needs, and basic tax planning. You will receive detailed written reports and analysis.

www.securian.com

Item Special Note

This package includes:

  • 2-3 meetings, depending on complexity, to be held in person or via video conference

Restrictions:

  • Expires April 2020