Auction Ends: May 20, 2021 09:00 PM CDT

Other

Financial Planning Session with Certified Financial Planner (CFP)

Item Number: 74

Estimated Value: 500 USD
Opening Bid: 100 USD

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.

Item Special Note

Please note: The sessions will be done over Zoom or Phone.

Donated By:

Nicholas Licouris

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