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


Financial Planning Session with CFPA

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

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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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