Burlington Business Association – Burlington Downtown Partnership #SaveLocalVT Fall Online Auction
Auction Ends: Oct 30, 2020 09:30 PM EDT

Services

Financial Planning Session

Item Number
191
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 sessions. Nick is a CERTIFIED FINANCIAL PLANNER™ and specializes in retirement planning, divorce planning, college planning as well as maximizing employee stock options. 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:

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Presenting Sponsor

Media Sponsor

Downtown Partnership