MASSACHUSETTS 4-H FOUNDATION INC – 2020 Massachusetts 4-H Foundation Online Auction
Auction Ends: Nov 15, 2020 10:00 PM EST

Services

Financial Planning Session with Daniel A. Antoniou, CFP @ Morgan Stanley

Item Number
258
Estimated Value
1000 USD
Sold
250 USD to jt87af4ac
Number of Bids
1  -  Bid History

Item Description

Financial Planning Session - including setting goals, financial projections, budgeting, investment discussion and draft of financial plan.

Please Note: If you are in the Boston, Metrowest area you can go to the Morgan Stanley office or Mr. Antoniou could meet you at your home, business or any other site.

If you live outside the Boston, Metrowest area it can be done over the phone.

Item Special Note

The winning bidder will be responsible for an additional charge of $4.50 for mailing insurance or it can be picked up at the 4-H office:

Massachusetts 4-H Foundation

1671 Worcester Road, Suite 403

Framingham, MA 01701

Donated By:

Daniel Antoniou, Trustee