Retirement Analysis


Item Number: 234

Time Left: CLOSED

Value: $900

Online Close: Jun 27, 2007 7:00 PM PDT

Bid History: 0 bids

Description

Plan for retirement with confidence by having a professionally prepared analysis and plan!

ITP Board member Jeffrey Keimer,CFP®, a Certified Financial Planner with over 25 years of experience will prepare a thorough retirement planning analysis for you.


Everybody's talking about the new best-selling book The Number, which is all about how much one needs in order to successfully retire. Jeff will confidentially gather information from you about your current financial resources and your long-term retirement dreams and then, in a two hour personal meeting, guide you to an understanding the dynamic interaction between the two and how to best realize your objectives.


This would make a thoughtful gift!

Special Instructions

Winner to contact Jeff at 650-941-1717 x6 during business hours to arrange a meeting to be held at Jeff's office at the corner of El Camino Real and San Antonio Road in Mountain View before April 1, 2008.

Donated by

Jeffrey Keimer, ITP Trustee