Newport Harbor Educational Foundation – Newport Harbor Educational Benefit 2019
Auction Ends: Feb 28, 2019 10:00 PM PST

Services

2 Hour Financial Planning Session

Item Number
858
Estimated Value
$500 USD
Opening Bid
$167 USD

Live Event Item

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

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Item Description

A 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 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 meeting. Nick specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances for clients. The consultation can be done in person if local or over Skype/Facetime/Phone if needed. Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.

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