Farewell With Grace – Generosity Rocks Event
Auction Ends: Nov 1, 2024 06:00 PM CDT

Services

Financial Planning Session with CFP

Item Number
283
Estimated Value
500 USD
Opening Bid
167 USD
Next Minimum Bid
USD
Time Left
1d 12h
Online Close
2024-11-01 19:00:00.0  -  Bid Extension

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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 contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the consultation. Please note: The consultation can be done in person if local or over Zoom/Phone if needed. There is no expiration on it and it is only US.

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