$1,500 Personal Financial Plan
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$1,500 Personal Financial Plan
Donated by: Wendy Weiss, Weiss Financial Advisors 857-999-8116
Donated by: Wendy Weiss, Weiss Financial Advisors 857-999-8116
$400
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These are turbulent financial times - if you have questions about money, if you wonder if you have enough “to last,” you will get the answers you need through this personalized planning process. Accomplished financial planner and BETC member Wendy Weiss will sit down with you to gain a sense of your situation and resources, explore the options open to you, and work with you to understand the advantages (and risks) of each option before integrating the results into a coherent long-term financial plan. Wendy had decades of experience at major Wall Street brokerage firms before founding her own independent advisory firm. You can find more information about Wendy and her practice at https://weissfa.com/about/. Valued at $1500.
A note from Refugee and Immigrant Assistance Center Inc. : Thank you for bidding in our online auction. We appreciate your support!
Item delivery: After you have paid for any auction items that you won, you may collect the items at the event or by arrangement with the organizer, Arlyn Roffman