NEST+m PTA – NEST+m PTA Online Auction 2021
Auction Ends: May 14, 2021 10:00 PM EDT

Services

Financial Planning Session with CFP

Item Number
1100
Estimated Value
500 USD
Opening Bid
167 USD

Item Description

One (1) two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNER.

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

http://www.gerberkawasaki.com/

Item Special Note

Delivery: e-gfit certificate via email

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