Unique Experiences
Two Hour Financial Planning Session
- Item Number
- CAP-01
- Estimated Value
- 500 CAD
- Opening Bid
- 75 CAD
Item Description
Comprehensive two-hour financial planning consultation with Nick Licouris, Investment Advisor Representative of Gerber Kawasaki, Wealth & Investment Management.
During your appointment, we take a comprehensive overview of your financial situation:
- Review current financial situation and insurance analysis
- Discussion of goals and time frames along with risk tolerance assessment in initial consultation
- Develop and implement a customized financial plan
- Investment Management, Retirement Planning, Education Planning, Insurance Planning, Estate Planning and more
Generously donated by Nick Licouris, Gerber Kawasaki: https://gerberkawasaki.com/
Item Special Note
The proceeds from this item will be shared equally among all CAP Network Affiliates.
We will be in contact with the winner to arrange the virtual session with Nick.
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