Services
2 Hour Financial Planning Consultation
- Item Number
- 125
- Estimated Value
- 550 USD
- Sold
- 209 USD to hm32b6032
- Number of Bids
- 2 - Bid History
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; and analyzing insurance needs. To schedule your gift consultation, e-mail Marisa@sienaprivate.com or call 929-297-9965.
Item Special Note
By partaking in LearningSpring School’s charitable auctions, you agree to release and forever discharge and hold harmless LearningSpring School, its trustees, officers, employees, and agents, and the heirs, executors, personal representatives, successors, and assigns of each of them, from any and all liability, claims, and demands of whatever kind or nature, either in law or in equity, which may arise from your participation in the auction or your use and enjoyment of any prizes, goods, or services won at an auction including, but not limited to, all claims with respect to bodily injury, personal injury, illness, death, and/or property damage.
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