2 Hour Financial Planning Consultation


Item Number: 125

Time Left: CLOSED

Value: $550

Online Close: Apr 24, 2023 8:45 PM EDT

Bid History: 2 bids - Item Sold!

Description

Use your gift consultation, up to 2 hours, with Marisa Rothstein, JD, CFP, to answer all your personal financial questions. You select the issues we address. Common topics include: setting a savings goal; reviewing your investment portfolio allocation; planning for college expenses; and analyzing insurance needs. To schedule your gift consultation, e-mail Marisa@sienaprivate.com or call 929-297-9965.

Special Instructions

By partaking in LearningSpring School’s charitable auctions, you agree to release and forever discharge and hold harmless LearningSpring School, its trustees, officers, employees, and agents, and the heirs, executors, personal representatives, successors, and assigns of each of them, from any and all liability, claims, and demands of whatever kind or nature, either in law or in equity, which may arise from your participation in the auction or your use and enjoyment of any prizes, goods, or services won at an auction including, but not limited to, all claims with respect to bodily injury, personal injury, illness, death, and/or property damage.

Donated by

Siena Private Wealth