Morgan Stanley Financial Plan Package
Item Number: 172
Time Left: CLOSED
Description
You are bidding on a written financial plan that addresses your retirement goals, education expenses, investment objectives, and estate planning needs all tailored by the Audubon Group at Morgan Stanley.
The process begins with an in-depth conversation to help you clarify your financial goals, investment preferences and risk tolerance.
Next, Morgan Stanley 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 any unexpected life events.
Finally, you will be walked through a draft of your written, comprehensive financial plan and any questions you have will be answered.
To be redeemed with the Audubon Group at Morgan Stanley in New Orleans, LA.
Special Instructions
City Nights online auction takes all major credit cards. You must register with a credit card. No checks. The winning bidder is responsible for all shipping costs. Shipping will be handled by either USPS, UPS or FedEx. Delivery signature will be required.
*please make sure credit card information is current i.e. exp. date. Inaccurate information wil automatically reward next top bidder.