Northside Catholic Academy – 2020 NCA Soiree | February 22, 2020
Auction Ends: Feb 10, 2020 09:00 PM CST

Services

3 hours of Financial Planning Services from Preferred Planning Concepts

Item Number
170
Estimated Value
$450 USD
Sold
$100 USD to TreacyG
Number of Bids
1  -  Bid History

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Item Description

Preferred Planning Concepts, LLC provides comprehensive and personalized financial advice and services for individuals, professionals, and businesses.  

Good towards 3 hours of financial planning services- free of cost or obligation.

May be used as a single session or over two sessions.

 

Services include:

Portfolio and asset allocation review

Retirement income planning

Estate review and legacy planning.  

 

 

Special Instructions

Expires February 22nd, 2021

Certificate has no cash value. 

Certified Investment Planner.  

2800 S. River Road,Suite 240, Des Plaines, IL 60018

 

 

Donated By:

Todd Gilchrist