Services
2 Hour Private Consultation With a Certified Financial Planner
- Item Number
- 148
- Estimated Value
- 500 USD
- Opening Bid
- 100 USD
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to PTA of PS 372 (tax ID 11-3312116) on behalf of the winner.
Item Description
Use your gift consultation, up to 2 hours, with Marisa Rothstein, JD, CFP, to answer all your personal financial questions. You select the issues we address.
Common topics include:
- setting a savings goal;
- reviewing your investment portfolio allocation;
- planning for college expenses;
- analyzing insurance needs.
More information: sienaprivate.com
PTA of PS 372 stores data...
Your support matters, so PTA of PS 372 would like to use your information to keep in touch about things that may matter to you. If you choose to hear from PTA of PS 372, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so PTA of PS 372 will keep your personal data secure and PTA of PS 372 will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.