Planning for Good - Retirement and Investment Analysis located in East Providence, RI
Item Number: 336
Time Left: CLOSED
Description
Planning for Good, located at 501 Wampanoag Trail #200, located in East Providence, RI 02915 has donated a Retirement and Investment Anlaysis. It is NEVER too late or too early to start planning for your future and retirement now.
Make decisions with confidence, with a virtual financial analysis at your convenience! Who says money management can't be easy and convenient? This financial analysis package is for two meetings (via web conferencing) with a CERTIFIED FINANCIAL PLANNERÂÂÂÂ practitioner. It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. Our team focuses on working with healthcare providers, business professionals and the LGBTQ community.
Implementation of recommendations can be done with the company of your choosing and may result in fees and/or commissions separate from this analysis. This offer is not available to current or past Planning for Good or Baystate Financial clients. Meetings will be held via web conferencing. Recipient must contact us directly to book an appointment. Your analysis is to be completed within one year of the charity event for which this was donated. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Mailing address: 501 Wampanoag Trail, #200, E. Providence, RI 02915. Planning for Good® and the puzzle heart logo are registered trademarks. Copyright © 2019 by Karen Melo Ticas, CFP®, RICP®. All rights reserved. CRN202203-262140
Special Instructions
Auction begins October 1, 2021 and ends October 29, 2021 at 10 pm EST.
All winning bidders will receive an email on Friday, October 29th after the Auction closes at 10:00pm with details for item pick up or delivery which is planned for Sat October 30th and Sun October 31st.
Winners who have not picked up items after October 31st will be contacted by a Save A Pet volunteer to make alternate arrangements for pick up or mailing/shipping options. Winners will be responsible for all mail or shipping fees based on USPS First Class rates. Items that cannot be shipped due to fragility and/or size will be noted in the ITEM DESCRIPTION detail.
All payments for winning bids will be processed on Saturday, October 30th. If any shipping charges need to be applied, they will be processed separately.
Thank you for supporting the Save A Pet Society Auction benefiting the Seekonk Animal Shelter.