The North Branch School – North Branch School Online Auction 2020
Auction Ends: Dec 6, 2020 09:00 PM EST

Services

Financial Planning Session with CFPA

Item Number
358
Estimated Value
$500 USD
Opening Bid
$150 USD

Ask a question about this item.

Item Description

A two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNER. Nick specializes in retirement planning, employee stock options, college planning as well as inheritance/charitable giving. The goal for the session will to take an overview of your current situation and develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the session. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the meeting. Please note: The sessions can be done in person if local or over Zoom/Phone if needed.

Donated By: