Palo Alto Kiwanis Club – 2021 Building (and Bowling for) a Better Community (BBC) Palo Alto Kiwanis Club Auction
Auction Ends: Jun 19, 2021 07:00 PM PDT

Services

Financial Planning Session with CFP

Item Number
144
Estimated Value
500 USD
Sold
150 USD to jb4074a83
Number of Bids
1  -  Bid History

Live Event Item

After the online close, this item went to a Live Event for further bidding. Absentee Bidding offered.

Item Description

A two-hour financial planning session by Zoom or phone with an independent CERTIFIED FINANCIAL PLANNER™ located in Los Angeles, CA. 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.

Donated By: