Scottish Rite Foundation of Virginia – Alexandria Scottish Rite Charity Gala and Auction
Auction Ends: May 21, 2022 10:00 AM EDT

Services

Comprehensive Financial Plan

Item Number
317
Estimated Value
2500 USD
Opening Bid
800 USD

Live Event Item

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

Item Description

A two-to-10-hour financial planning session(s) tailored to your interests, goals, needs, and wants with Erin Long, a CERTIFIED FINANCIAL PLANNER™, and Fred Baerenz, an Accredited Investment Fiduciary (AIF®). Fred and Erin will meet with you one-to-three times to present you with a fully individualized financial plan including retirement and goal planning, tax planning, estate planning, college funding analysis, and whatever else you and your family may need!

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Platinum ($5,000)

Diamond ($2,500)

Gold ($1,000)

Silver ($500)