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:
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