NEXT Village SF – NEXT VILLAGE BLACK & WHITE MASK-ARADE ONLINE AUCTION
Auction Ends: Oct 31, 2021 07:30 PM PDT

Services

THE GOFF FINANCIAL GROUP: Private Financial Planning Sessions for the Business Owner

Item Number
118
Estimated Value
1900 USD
Sold
75 USD to cindyrhee
Number of Bids
1  -  Bid History

Item Description

The services included with this gift certificate are geared towards the financial planning needs of successful business owners. The purchaser will receive up to 2 hours of Financial Planning Sessions, additional time for any document preparation and a financial plan.  This gift certificate also includes advice on planned giving strategies such as donating appreciated stock and other assets as well as how to establish a donor-advised fund for the corporate executive's favorite cause(s).

Item Special Note

Only one gift certificate is valid per purchaser or  family.

Acceptable as tender and is not redeemable for cash.

Gift certificates expire a year after event date.