Retirement Analysis at Charles Schwab - Tysons Corner, VA


Item Number: 166

Time Left: CLOSED

Value: $100

Online Close: Oct 25, 2020 9:00 PM EDT

Bid History: 0 bids

Description

Prepare Today for Your Retirement Tomorrow: Schedule your consultation with Sr. Financial Consultant Brendan Hughes, CFP, CWS. With more than 30 years of experience, Brendan will work with you to understand your goals, create a personalized plan, and provide investing guidance. You'll understand where your money is invested and any gaps within your portfolio. Take ownership of your financial future and get started with a solid plan. 

Special Instructions

For best results, detailed information may be requested about your current financial situation. Contact information will be provided to the winner to schedule the consultation. Charles Schwab is temporarily closed, but please contact Brendan Hughes for updates on reopening. The certificate expires on October 16, 2021. C.A.S.E. will cover the cost of mailing this item to the winning bidder.

Donated by

Brendan Hughes, Sr. Financial Consultant, Charles Schwab