Rotary eClub of Innovation – Rotary E-Club of Innovation 2024 Auction
Auction Ends: Jun 4, 2024 10:00 PM AST

Services

Financial Planning Session with CFP® Package #2

Item Number
151
Estimated Value
$500 USD
Opening Bid
$50 USD

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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. 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.

https://www.gerberkawasaki.com/

Item Special Note

Limited to successful bidders located in the USA only. There are no restrictions to this offer, service can be used at any time.

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