PA 139 – PS139 Spring 2021 Auction
Auction Ends: May 15, 2021 06:00 PM EDT

Services

Financial Planning Session with CFP

Item Number
273
Estimated Value
500 USD
Sold
190 USD to jwaf9f2b6

The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to PA 139 (tax ID 46-5238225) on behalf of the winner.

Number of Bids
5  -  Bid History

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 will be done over Zoom or Phone.

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