Alexandria Valley of Ancient and Accepted Scottish Rite – Friends and Family Charity Gala and Auction
Auction Ends: May 21, 2022 05:00 PM EDT

Services

Financial Planning Session with CFPA

Item Number
233
Estimated Value
$500 USD
Opening Bid
$167 USD
Next Minimum Bid
USD
Time Left
115d 14h
Online Close
May 21, 2022 5:00 PM EDT

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: