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 Investment Planning Sessions for the Corporate Executive

Item Number
119
Estimated Value
1900 USD
Opening Bid
75 USD

Item Description

The services included with this gift certificate are geared towards the investment planning needs of corporate executives including their employee benefits programs.  The purchaser will receive 2 hours of Investment Planning Sessions as well as additional time for any document preparation.  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.