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

Services

Financial Planning Session with CFP®

Item Number
350
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.

Ask a question about this item.

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.

Donated By: