Financial Planning Session
Item Number: 809
Time Left: CLOSED
Value: $500
Online Close: Apr 26, 2019 7:30 PM EDT
Bid History: 0 bids
Description
A 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 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 meeting. We are a new generation of financial advisors with a mission that is defined by three core principles: Fiduciary, Independence and Personalized advice. Nick specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances/trusts for clients. The consultation can be done in person if local or over Skype/Facetime/Phone if needed. Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.
Special Instructions
Items will be available for pick up at the LIVE EVENT, Friday April 26th, at The Ramada Inn, 213 Taunton Avenue in Seekonk, MA 02771. Online Auction Bidding closes at 7:30 p.m. Auction will be closed, and all items can be picked up before 9:30 p.m.
If you are unable to pick up your items at the Live Event you will be able to pick the items up the next day, Saturday April 27th at The Ramada Inn. Enter the main lobby then bear to the left and go to The Diplomat Room – volunteers will be there from 10:00 a.m. to 3:00 p.m.
All winners who have not picked up items on 4/26 or 4/27 will be contacted by a Save A Pet volunteer and arrangements will be made for alternate pick up or shipping options.
All shipping costs are paid by the bidder.
Thank you for supporting The Seekonk Animal Shelter!!