Foundation for Eden Prairie Schools – 2023 Red & Black Gala and Online Auction
Auction Ends: Apr 30, 2023 08:00 PM CDT

Services

4 hours of Financial Planning

Item Number
152
Estimated Value
2000 USD
Sold
150 USD to LZS7748
Number of Bids
1  -  Bid History

Item Description

Work with a financial planner to see where you stand today and if you are on track for long term financial goals.  The assessment will cover the following topics:  debt management, college funding, insurance coverage, investment review, retirement planning and goals.  You will receive a report on your current status, analysis and recommendations related to these topics.  You will also receive a detailed investment portfolio analysis report. 

See 7th Street Financial for more information.

Item Special Note

 

  • This certificate will be mailed to address on record in Bidding for Good to the winning bidder within one week of auction close.

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