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 ONCE YOU WIN THE ITEM AND IT IS CHARGED TO YOUR CREDIT CARD. INDICATE THAT THIS WAS WON AT AN AUCTION FOR ST. MARY HIGH SCHOOL IN NEW JERSEY. Please note: The consultation can be done in person if local or over Zoom/Phone if needed. There is no expiration on it and it is only US.