Retirement & Investment Analysis by Karen Melo, Financial Advisor
Item Number: 242
Time Left: CLOSED
Description
Need advice on your financial future? Bid to win a Retirement and Investment Analysis with financial advisor, Karen Melo!
The winner of this Retirement and Investment Analysis will receive the following:
- Two meetings with a qualified financial planner;
- identification of retirement objectives, priorities, and risk tolerance;
- analysis of investments with personalized portfolio recommendations; and
- projections of retirement needs and resources, including expense and income analysis.
This process can be completed in person at any of the Massachusetts or Rhode Island offices or through an online digital experience.
Special Instructions
Certificate must be redeemed with Karen Melo by January 26, 2020. The value cannot be applied to any other product or service.
Winning bidder must pick up the auction item(s) at Meeting Street, located at 1000 Eddy Street, Providence, RI between February 4 and March 1, 2019. Specific pick up times will be included in a confirmation email that will be sent once the winner's payment is processed. Out-of-state bidders may contact the auction administrator at events@meetingstreet.org to arrange for shipping at the bidder's expense. Thank you for your support!