GATE - GATEWAY TO INDEPENDENCE – DessertFest 2020 Silent Auction
Auction Ends: Oct 26, 2020 10:00 PM EDT

Services

Financial Planning Session

Item Number
448
Estimated Value
500 USD
Opening Bid
167 USD

The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to GATE - GATEWAY TO INDEPENDENCE (tax ID 861084910) on behalf of the winner.

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.

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