Financial Planning Session with CFP
Item Number: 326
Time Left: CLOSED
Value: $500
Online Close: May 19, 2021 7:00 PM CDT
Bid History: 0 bids
Description
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.
This is a Live Event Item.
Special Instructions
Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the meeting. Please note: The sessions will be done over Zoom or Phone.
Donated by
Nicholas Licouris