Financial Planning Session with CFPî
Item Number: 335
Time Left: CLOSED
Value: $500
Online Close: Apr 10, 2024 10:00 PM PDT
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
By placing a bid on this item, I accept the following terms & conditions:
I hereby accept the item and understand that the PTA assumes no responsibility for the authenticity, condition, or validity of the description of the item. I understand that the value indicated for the item is a good faith estimate of the value of the goods/services furnished. I further understand that all items are sold "as is", and that any restrictions noted related to the item are nonnegotiable.
By purchasing this item, I release the California State PTA, including all unit, council, and district PTAs and all of their officers, directors, members, volunteers, employees, and agents (collectively "the PTA") and the item donor, from any and all liability, claims, demands, actions and causes of action arising out of or related to the possession, redemption, participation in, or other use of the item.
I am fully aware of and assume all risks in connection with the possession, redemption, participation in, or other use of the item.