Jewish Communities of Vermont – PJ Library in VT Winter Auction
Auction Ends: Dec 17, 2019 10:00 PM EST

Services

Financial Planning Session

Item Number
203
Estimated Value
$500 USD
Sold
$167 USD to dj827b7cf
Number of Bids
1  -  Bid History

Item Description

A two hour 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. 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.

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