Financial Planning Consultation


Item Number: CAP-1062

Time Left: CLOSED

Value: $1,500

Online Close: Feb 27, 2010 1:00 PM PST

Bid History: 13 bids - Item Sold!

Description


The Financial Planning Consultation includes five hours of financial planning and consultation with Joel A. Larsen, a Certified Financial Planner™ who is also an Accredited Investment Fiduciary™. The time will be used to address any financial planning topic the winning bidder wishes. Topics might include, but are not limited to: Retirement Planning, Estate Planning, Risk Management, Budgeting/Cash Management, Debt Management, Long Term Care Planning, Investment Planning, Tax Planning and Education Planning. A written report is delivered. Plan implementation is not included. 


Special Instructions

This package has a retail value of $1,500. Not redeemable for cash 


This item is offered by Capital Public Radio

Donated by

Joel A. Larsen, CFP, AIF