CLIA - California Lodging Industry Association – CLIA Dollars for Scholars
Auction Ends: Apr 22, 2018 10:00 PM PDT

Services

Financial Planning Session - 2 Hours - Gerber-Kawasaki Wealth & Investment Management

Item Number
169
Estimated Value
$500 USD
Opening Bid
$100 USD

Item Description

A financial planning consultation with an independent wealth and investment management firm. During your appointment, we take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis. Discussion of goals and time frames along with risk tolerance assessment in initial consultation. Develop and implement a customized financial plan. Nick specializes in college planning, retirement planning, maximizing stock options and managing inheritances for clients.  Consultation can be done in person or Skype.

To learn more, visit: https://gerberkawasaki.com/

Special Instructions

PLEASE NOTE THAT THIS IS A FUNDRAISING EVENT AND THERE ARE NO REFUNDS.

All winning bidders will be charged a transaction fee of 10%, not to exceed $25 per item, to cover a portion of the auction & credit card transaction fees. Thank you for helping with this and supporting our deserving hospitality students.

 

Please contact nick@gerberkawasaki.com to coordinate the initial consultation.

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