The Summit School – The TASTE
Auction Ends: May 24, 2018 10:00 PM EDT

Services

2 Hour Financial Planning Session

Item Number
188
Estimated Value
500 USD
Opening Bid
167 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.

You are bidding on a 2 hour financial planning session with Gerber Kawasaki Investment Advisor Representative, Nick Licouris. 

Item Special Note

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

AUCTION ITEM IS LOCATED IN LOS ANGELES, CA.  Consultation can be done in person or Skype.

PLEASE NOTE:  This auction has been extended until MAY 24TH. 

Winning bidders will be able to pick up their items on MONDAY, JUNE 4 or TUESDAY, JUNE 5 from 9 AM to 5 PM.

 

Donated By:

We would like to thank our sponsors....

Presenting Sponsor

Platinum and Multimedia Sponsors

Gold and Silver Sponsors

Bronze and Friend of Summit Sponsors