Adirondack Mountain Club – ADK's 'Forever Wild' online auction 2020
Auction Ends: Oct 19, 2020 12:00 PM EDT

Services

Financial Planning Session

Item Number
234
Estimated Value
500 USD
Opening Bid
167 USD

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 the 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 to coordinate the consultation. Please note: The consultation can be done in person if local or over Skype/Zoom/Phone if needed.

Donated By:

We would like to thank our sponsors....

Platinum

Gold

Silver

Bronze