THE GOFF FINANCIAL GROUP: Private Investment Planning Sessions for the Corporate Executive
Item Number: 119
Time Left: CLOSED
Value: $1,900
Online Close: Oct 31, 2021 7:30 PM PDT
Bid History: 0 bids
Description
The services included with this gift certificate are geared towards the investment planning needs of corporate executives including their employee benefits programs. The purchaser will receive 2 hours of Investment Planning Sessions as well as additional time for any document preparation. This gift certificate also includes advice on planned giving strategies such as donating appreciated stock and other assets as well as how to establish a donor-advised fund for the corporate executive's favorite cause(s).
Special Instructions
Only one gift certificate is valid per purchaser or family.
Acceptable as tender and is not redeemable for cash.
Gift certificates expire a year after event date.