Virtual - Financial Planning Session

Item Number: 400x
Time Left: 1d 6h
Opening Bid: $125
Value: $500
Online Close: Jun 4, 2025 8:00 PM EDT
Bid History: 0 bids


Description
Nick Licouris, CFP® (of Gerber Kawasaki Wealth & Investment Management) has offered to Auction Bidders to conduct a 2-hour "Financial Planning Session" (virtually or by phone). During your session, Nick will provide a Review of your current financial picture (related to Cash Flow, Insurance, Retirement Goals, Trusts, Estates, Education Planning, and his recommendations for stock options) - to provide you with his recommended Financial Plan, tailored to your needs and priorities. His session is available virtually (by phone or Zoom). Valid only for US Residents. The Winning Bidder will be provided with a Certificate by email with the Contact Information to schedule your Review Session.