Casting for Recovery – 2022 Online Auction
Auction Ends: Nov 13, 2022 10:00 PM MST

Services

3 hours of Comprehensive Financial Plan/Retirement Plan Consultation with Morgan Stanley

Item Number
316
Estimated Value
2000 USD
Sold
506 USD to mccebc681
Number of Bids
31  -  Bid History

Item Description

 

3 hours of Comprehensive Financial Plan/Retirement Plan Consultation with Morgan Stanley

This auction is for 3 hours of Financial Plan Consulting and financial lifestyle analysis, and 1 Comprehensive Financial and Retirement Plan

This Financial & Retirement Plan encompasses personal investments, insurance, healthcare & educational planning, charitable giving as well as business interests & investments.

Winning bidder(s) will also receive help assessing their estate planning needs, pension, social security, retirement goals, financial lifestyle analysis & legacy planning.

A Morgan Stanley Financial Advisor & Planner will work with the winner to develop & advise on their financial plan.

The plan is fully transferable.

Donated by Morgan Stanley in support of the Casting for Recovery Georgia program.

Donated By:

We would like to thank our sponsors....