Financial Planning Session with Daniel A. Antoniou, CFP @ Morgan Stanley
Item Number: 258
Time Left: CLOSED
Description
Financial Planning Session - including setting goals, financial projections, budgeting, investment discussion and draft of financial plan.
Please Note: If you are in the Boston, Metrowest area you can go to the Morgan Stanley office or Mr. Antoniou could meet you at your home, business or any other site.
If you live outside the Boston, Metrowest area it can be done over the phone.
Special Instructions
The winning bidder will be responsible for an additional charge of $4.50 for mailing insurance or it can be picked up at the 4-H office:
Massachusetts 4-H Foundation
1671 Worcester Road, Suite 403
Framingham, MA 01701
Donated by
Daniel Antoniou, Trustee