The Goff Financial Private Financial Planning Sessions for the Successful Business Owner
Item Number: 231
Time Left: CLOSED
Value: $1,900
Online Close: Mar 20, 2022 10:00 PM PDT
Bid History: 0 bids
Description
The services included with this gift certificate are geared towards the financial planning needs of successful business owners. The purchaser will receive up to two hours of Financial Planning Sessions, additional time for any document preparation and a financial plan. This gift certificate also includes advice and planned giving strategies such as donating appreciated stock and other assets as well as how to establish a donor-advised fund for the business owner's favorite cause(s).
Restrictions:
- Only One gift certificate is valid per purchaser or family
- Acceptable as tender and is not redeemable for cash
- Only valid if purchased in a fundraising event
- Gift Certificate expires on 3/1/2023
Special Instructions
All orders are subject to a $.50 shipping and handling fee. This fee will be automatically added to your total purchase when the auction closes. Gift certificates will be sent via USPS or e-mailed if applicable. If you win an item and would like it mailed via certified insured mail, please email auction@friendsofwalgrove.com by March 24, 2022 and we will do so at your expense. If you would like to pick up an item, please contact us by March 24th, otherwise we will ship your item.
Larger items can be picked up in Los Angeles, CA or shipped at the winning bidder's expense via USPS Priority Mail. $9 for large envelopes, $16 for medium boxes, $22 for large boxes. Some items do not fit into these categories and you will be notified. We will try to use the smallest package size we can. We will insure packages when shipping; however, Friends of Walgrove is not responsible for items lost in the mail.
Walgrove Community: Pick up option is available. The pick-up date at Walgrove Elementary is Friday, March 25 8am-10am. Contact auction@friendsofwalgrove.com with questions.