Financial Planning Session with Certified Financial Planner (CFP)
Item Number: 74
Time Left: CLOSED
Value: $500
Online Close: May 20, 2021 9:00 PM CDT
Bid History: 0 bids
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.
Special Instructions
Please note: The sessions will be done over Zoom or Phone.
Donated by
Nicholas Licouris