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


Financial Planning Session with CFPA

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

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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 to coordinate the meeting. Please note: The sessions can be done in person if local or over Zoom/Phone if needed.

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