St. Mary High School – Fall Harvest 2023
Auction Ends: Nov 24, 2023 11:18 AM EST


Financial Planning Session with CFP®

Item Number
Estimated Value
$500 USD
Opening Bid
$167 USD

The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to St. Mary High School (tax ID 221598278) on behalf of the winner.

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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 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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