PTA of PS 372 – 2022 Auction and Party
Auction Ends: Jun 3, 2022 09:00 PM EDT

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