TRUSTEES OF TUFTS COLLEGE – Tufts Dental Wide Open Auction
Auction Ends: Aug 27, 2018 06:00 AM EDT

Services

2 Hour Financial Planning Session

Item Number
143
Estimated Value
750 USD
Leading Bid
50 USD
Number of Bids
1  -  Bid History

Live Event Item

After the online close, this item went to a Live Event for further bidding.

Item Description

A 2 hour financial planning consultation with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis & develop a customized financial plan that fits your needs. Nick specializes in retirement planning, college planning, maximizing stock options and managing inheritances for clients. Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.

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