CAP Network – Shared Harvest Auction for African Community Projects
Auction Ends: Nov 27, 2020 08:00 PM EST

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.