Services
Financial Planning Session with CFPî
- Item Number
- 122
- 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 INTERNATIONAL CHRYSALIS ART AND MUSIC EDUCATION INC (tax ID 454798515) on behalf of the winner.
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 PLANNER® 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:
INTERNATIONAL CHRYSALIS ART AND MUSIC EDUCATION INC stores data...
Your support matters, so INTERNATIONAL CHRYSALIS ART AND MUSIC EDUCATION INC would like to use your information to keep in touch about things that may matter to you. If you choose to hear from INTERNATIONAL CHRYSALIS ART AND MUSIC EDUCATION INC, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so INTERNATIONAL CHRYSALIS ART AND MUSIC EDUCATION INC will keep your personal data secure and INTERNATIONAL CHRYSALIS ART AND MUSIC EDUCATION INC will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.