La Ballona PTA – La Ballona 2019 Online Auction and Fall Festival
Auction Ends: Nov 3, 2019 10:00 PM PST

Services

Financial Planning Session with Nick at Gerber Kawaski

Item Number
784
Estimated Value
500 USD
Opening Bid
70 USD

Item Description

A 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. 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. Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation. Please note: The consultation can be done in person if local or over Skype/Facetime/Phone if needed.

There is no expiration date for this item.

Special thanks to Nick for supporting our school!

Item Special Note

The winning bidder will be put in touch with Nick after the end of the auction.

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