Morgan Stanley Financial Planning Package
Item Number: 105
Time Left: CLOSED
Description
Make an investment in your future with a winning bid on this written financial plan that addresses your retirement goals, education expenses, investment objectives and estate planning needs, tailored by the Audubon Group at Morgan Stanley.
The process includes on in-depth conversation with the Audubon Group team to help to clarify your financial goals, investment preferences and risk tolerance. Then your advisors will review your current and future financial situation, identify the likelihood of reaching your goals and determine any potential shortfalls or the impact of unexpected life events. Finally, they will walk you through a draft of your written, comprehensive financial plan and answer any questions you may have.
Special Instructions
Successful bidders can pick up items at Cat Haven's 16th annual Cat Tails & Cocktails fundraiser taking place from 7 - 10 p.m. on October 6th at the Guru in Baton Rouge, after the silent auction closes. Bidders can also pick up items at the Cat Haven Adoption Center located at 11130 N. Harrell's Ferry Road during business hours. We are open Monday through Saturday from 12-6 p.m. and Sunday from 12-4 p.m. Successful bidders can also have the items shipped at their expense. We can be reached at 225-636-2680.