Financial Planning Session with CFPî
Item Number: 275
Time Left: CLOSED
Value: $500
Online Close: Apr 15, 2024 10:00 PM EDT
Bid History: 0 bids
Description
A two-hour 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 the 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 sessions. Nick is a CERTIFIED FINANCIAL PLANNER® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the consultation. Please note: The consultation can be done in person if local or over Zoom/Phone if needed.
Special Instructions
Please read the description carefully. This donation came from outside the Ardsley Community.
Your donation is tax deductible to the extent the law allows.
The Ardsley Education Foundation is not to be held responsible for any damages, injuries, or losses that occur while using this product or service.
We are a charitable organization made up of all volunteers. We unfortunately cannot offer refunds.