Financial Planning Session with CFPÃÂ®
Item Number: 889
Time Left: CLOSED
Online Close: Feb 11, 2021 11:15 AM EST
Bid History: 0 bids
A two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNERÂÂ. 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.