A full financial planning session with special emphasis on education savings and retirement planning with one of our financial advisors. Our planning process involves a series of meetings (in person or via Zoom) focusing on your investments, risk management, protection strategies, tax planning, wealth transfer, goals, challenges, and more. Together with the advisor, you will identify different options that are the best fit for your risk and comfort level. At the end of the process, you will be presented with a full plan and list of recommendations curated for you. With our unique planning method, you gain the insight needed to be sure you are on the right track. Highest 2 Bidders Win! This item will be available for bidding during the ONLINE AUCTION only, which is open to ALL and starts at 11:00 am on Tuesday, March 12, 2024 and ends at 9:00 pm on Friday, March 15, 2024.