Financial Advisement Consultation

Item Number: SC09
Time Left: CLOSED
Description
This item will be available for bidding during the ONLINE AUCTION only, which is open to ALL and starts at 11:00 am on Wednesday, March 22, 2023 and ends at 9:00 pm on Monday, March 27, 2023.
This item is a financial advisement consultation with an independent wealth and investment management firm in San Francisco. During the consultation we will review your current financial situation, prioritize your financial goals and customize a strategy to suit your needs. Eric Schulkin, CFP® focuses his practice on college and retirement planning, maximizing equity compensation and overseeing inheritances for clients.
Special Instructions
Winning bidder should contact Eric Schulkin at eric.schulkin@opco.com to coordinate fulfillment of the item.