River School PTA PS 281 – The River School Spring Benefit & Auction
Auction Ends: May 17, 2024 09:30 PM EDT

Services

Financial Planning Session with CFP

Item Number
238
Estimated Value
500 USD
Sold
100 USD to kc34128c2
Number of Bids
1  -  Bid History

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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 sessions. Nick is a CERTIFIED FINANCIAL PLANNERĀ® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options. Please note: The consultation can be done in person if local or over Zoom/Phone if needed.

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