San Francisco Boys Chorus – 2020 San Francisco Boys Chorus Auction
Auction Ends: May 14, 2020 06:00 PM PDT

Services

Oppenheimer & Company Consultation

Item Number
213
Estimated Value
1000 USD
Opening Bid
333 USD

Live Event Item

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

Item Description

Meet with licensed financial planner Eric Schulkin for a consultation with the wealth management firm of Oppenheimer & Company.

This item is a financial advisement consultation with an independent management firm in San Francisco, including a review of your financial situation, financial goals and priorities.  A customized strategy will be suggested with a focus on college and retirement planning, maximizing equity compensation and assessment of inheritances.

 

 

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