Financial Planning Consultation

Item Number: CAP-1062
Time Left: CLOSED
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