St. Mary High School – Fall Harvest 2023
Auction Ends: Nov 24, 2023 11:18 AM EST

Spa & Beauty

Financial Planning Consultation: 2 hr.-session with an independent wealth & mngmt. firm

Item Number
349
Estimated Value
500 USD
Opening Bid
167 USD

The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to St. Mary High School (tax ID 221598278) on behalf of the winner.

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Item Description

A two-hour financial planning session with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review the current financial situation and insurance analysis & develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the meeting. Nick specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances for clients. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the initial consultation. Please note: The consultation can be done in person if local or over Skype/Facetime/Phone if needed.

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