LEARNINGSPRING SCHOOL – LearningSpring Blooms Annual Benefit and Spectrum Award 2024
Auction Ends: Apr 8, 2024 08:30 PM EDT

Unique Experiences

Financial Planning Session with CFP

Item Number
178
Estimated Value
500 USD
Sold
175 USD to sioux4me
Number of Bids
1  -  Bid History

Ask a question about this item.

Item Description

A two-hour financial planning session with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review the current financial situation and insurance analysis & develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the sessions. Nick is a CERTIFIED FINANCIAL PLANNERĀ® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the consultation. Please note: The consultation can be done in person if local or over Zoom/Phone if needed.

Donated By: