Opening bid: $ 50.00
Category: Silent Auction - Services
More Information
This is a SIGN UP: pay $50 for your place at the time of the auction. Available to the first 4 to sign up. Jerry Tisser is the Past President of the Financial Services Professionals of RI and has been advising clients for 30+ years. He will review your insurance and investment portfolio and meet with you for 1 hour at a mutually agreeable time. He can also discuss/explain various planning topics that may be of interest, such as Long-Term Care Insurance, Tax-Deferred Annuities. His knowledge base is best suited for those individuals and couples who are 55+, but no matter your age he will make the review worth your while, and likely save you money or help you accumulate money with less risk. Donated by Jerry Tisser


https://westminsteruu.org/auction-2019