301 - Adulting .....aka Financial Planning Session with CFPA

Item Number: 301

Time Left: CLOSED

Value: $500

Online Close: Apr 20, 2024 9:00 PM CDT

Bid History: 0 bids


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 PLANNERĀ® 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.

Donated by

Nicholas Licouris