Financial Planning Session with CFP®


Item Number: 889

Time Left: CLOSED

Value: $500

Online Close: Feb 11, 2021 11:15 AM EST

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. 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.

Donated by

Nicholas Licouris