Three Hour Wealth Management & Tax Consultation
Item Number: 511
Time Left: CLOSED
Value: $900
Online Close: Apr 30, 2011 11:59 PM EDT
Bid History: 0 bids
Description
Explore your financial options and plan for your financial future with a three hour Wealth Management & Tax Integration Consultation. This financial consultation includes a topical review of College, Estate & Income Tax Planning, Portfolio Management, Asset Preservation & Long Term Care Planning Techniques & Strategies.
Financial Planning / Wealth Management / Tax Integration
Special Instructions
Expires April 1, 2012.
Donated by Joshua T. Hatfield Smith, CFP®, ChFC®, CLU®, CEP®, CLTC, Vice President-SPC Financial, Inc./ Independent Registered Investment Advisor/SEC
3202 Tower Oaks Blvd, Suite 400 / Rockville, Md. 20852-4216 / 301-770-6800 / www.spcfinancial.com
Securities Offered Through Raymond James Financial Services, Inc./ Member FINRA/SIPC