St. Mary High School – Back to School 2022
Auction Ends: Oct 7, 2022 11:16 AM EDT

Services

Financial Planning Session with CFP®

Item Number
366
Estimated Value
500 USD
Opening Bid
167 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. Please contact Nick Licouris at Nick@gerberkawasaki.com 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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