Hunter College Elementary School PTA – HCES 34th Benefit
Auction Ends: May 24, 2024 10:00 PM EDT

Services

Financial Planning Session with CFP®

Item Number
495
Estimated Value
500 USD
Sold
75 USD to jmb6d29c5
Number of Bids
1  -  Bid History

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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, trust planning, college planning as well as maximizing employee stock options. 

Item Special Note

Winner will be provided details on how to conntact  Nick Licouris. Please note: The consultation will be conducted by Zoom/Phone.

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