Financial Planning Package (B)
Item Number: 1326
Time Left: CLOSED
Value: $4,000
Online Close: Nov 15, 2015 9:30 PM EST
Bid History: 0 bids
Description
Personalized solutions for simplifying your wealth so you know where you stand and can decide where you want to go. Live your life, your way, by design. - Alison
Veteran Wealth Advisor, and BCDS Parent, has donated a Financial Planning Package valued at $4000 to the BCDS annual auction fundraiser. Alison will conduct a full review of your assets and liabilities, life goals and stressors to provide suggestions for better alignment of all the moving parts to help get you where you want to go. The implementation of these suggestions with Alison or any other financial professional is at your discretion and not part of the package. You can select either of the following:
Personal Planning to include: Net worth and Cash flow Planning in addition to Retirement and Legacy Planning
Business Planning (for one closely held company): Net worth and Cash flow planning, in addition to Succession or Exit Strategy planning and/or Key Person and Deferred Compensation Planning
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Before bidding on this donation feel free to go to her website www.simplifyingwealth.com to learn more about Alison, how she works and/or her affiliations. You may also call her office 800-696-4195 or her directly at 210-373-5997. Since this planning offer is being provided for fundraising purposes, there are no refunds if you do not use the planning service or related financial advice. Alison J Flaum is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor.
Special Instructions
2015 Conditions of Sale
You will be notified by e-mail if you are the winning bidder. If shipment of your item is required, shipping charges will apply and will be billed to your account. Local residents may make arrangements for pick-up between November 19, 2015-December 1, 2015.
- Your bid on an item is a binding agreement to pay the school for the services/ items offered.
- Unless otherwise noted, the deadline on claiming services will be November 15, 2016. After this date all right and entitlement to the item or service are cancelled.
- Items may not be returned or exchanged.
- BCDS does not provide kosher certification. The kashrut of all food items is guaranteed only by the company/restaurant/host.
- Bi-Cultural Day School does not warrant the quality, value or the safety of any of the items or services offered for purchase at the auction. All items are sold in “as is” condition. Dollar values are estimated and provided by the donor and are not warranted by BCDS.
BY BIDDING AND MAKING PAYMENT FOR ANY AUCTION ITEM, YOU ACKNOWLEDGE THAT THERE ARE INHERENT RISKS ASSOCIATED WITH THE GOODS AND/OR SERVICES THAT YOU HAVE PURCHASED AND THAT YOU ASSUME FULL RESPONSIBILITY FOR YOURSELF AND ANY FAMILY MEMBERS OR OTHER PARTICIPANTS FOR ANY INJURY, LOSS OR DAMAGE ARISING OUT YOUR USE OF THE ITEM OR SERVICE PURCHASED. YOU FURTHER AGREE TO INDEMNIFY BI-CULTURAL DAY SCHOOL AGAINST ANY CLAIMS, CAUSES OF ACTION DAMAGES, JUDGMENTS, COSTS OR EXPENSES, INCLUDING ATTORNEY FEES AND OTHER LITIGATION COSTS, WHICH MAY IN ANY WAY ARISE FROM THE FOREGOING USE OF THE MERCHANDISE OR SERVICE PURCHASED AT THE AUCTION.