Create Your Wealth Management Plan with Morgan Stanley Private Wealth Management ($3,000)


Item Number: LI01

Time Left: CLOSED

Value: $3,000

Online Close: Apr 3, 2017 9:03 PM PDT

Bid History: 1 bid - Item Sold!

Description

The winner of this item will be entitled to work with Grant Lee, a 30-year veteran of Morgan Stanley Private Wealth Management, on a Wealth Management Plan. The Wealth Management Plan includes an assessment of your cash flow and your after-tax balance sheet to learn how much wealth you have and where your money goes. To plan for your future security at a date in the future, such as your retirement date, the Welath Management Plan also includes a "Monte Carlo" style computer simulation of countless possible economic events over the coming years to find a probability that at your chosen date you will have reached your financial goal. And finally, the plan will include recommendations of how to allocate the investment of your savings to best reach your goals. Expires April 3, 2018. HIGHEST BIDDER WINS.

Donated by

Grant Lee, CIMA, Managing Director, Morgan Stanley Private Wealth Management