La Ballona PTA – La Ballona Elementary 2020 Online Auction
Auction Ends: Nov 8, 2020 10:00 PM PST

Services

Financial Planning Session

Item Number
713
Estimated Value
500 USD
Sold
160 USD to sk8fb3c88
Number of Bids
5  -  Bid History

Item 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, divorce 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 Skype/Zoom/Phone if needed.

Item Special Note

The winning bidder will coordinate a date and time with Nick after the end of the auction period.

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