Berwick Academy Parent Community – 2018 BPC Auctions
Auction Ends: Apr 15, 2018 09:00 PM EDT

Services

Financial Planning Session 2 hours

Item Number
335
Estimated Value
500 USD
Sold
50 USD to meb5d8598
Number of Bids
1  -  Bid History

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. Please contact nick@gerberkawasaki.com to coordinate the initial consultation. Consultation can be done in person or Skype.

Item Special Note

To the Winning Bidder: Please keep the auction receipt for this item with your tax records to substantiate your contribution(s) to Berwick Academy. Federal tax law requires 501(c)(3) organizations, like Berwick Academy, to indicate if goods or services have been provided in exchange for your contribution(s). A good or service has been provided, therefore if the contribution(s) exceeds the estimated retail value of the item(s), you may be entitled to a tax deduction, within the limits otherwise prescribed in the Internal Revenue Code. Please consult your tax professional or the Internal Revenue Service for further guidance.