Family Planning Session and $250 Credit Towards Your Family's Estate Plan
Item Number: 273
Time Left: CLOSED
Description
This certificate is good for a Family Wealth Planning Session and a $250 credit towards your Family's Trust Plan. The family planning session (up to two hours) is designed for the purpose of getting your financial life well organized, clarifying what you have and what you'll need to ensure you live life responsibly and your loved ones feel well led and well-loved in the event something happens to you. And, if it turns out you need additional planning, you will receive a $250 discount on a Trust Plan.
REDEEM BY: 7/23/2023
Special Instructions
The winning bidder may pick up items at Bridges Academy starting on Tuesday, April 25th from 9am to 1pm in Amanda Martin’s office.
Items that need to be mailed such as gift cards/certificates will be sent via USPS. If you win an item and would like it mailed via certified insured mail, please email amanda.martin@bridges.edu by Monday, April 24th and we will do so at your expense.
Items will be shipped at the winning bidder's expense. Shipping charges for USPS Flat Rate Boxes are betwee $10 - $22 and we will use the lowest cost possible. In the event that your item requires additional postage, you will be notified, and your card will be charged. Bridges Academy is not responsible for items lost in the mail.