MPI Upstate New York Chapter – 2025 Fall Focus
Auction Ends: Oct 3, 2025 10:00 PM EDT

Services

Financial Planning Session with CFP

Item Number
109
Estimated Value
500 USD
Sold
50 USD to ssc526293

The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to MPI Upstate New York Chapter (tax ID 201371178) on behalf of the winner.

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 PLANNERĀ® 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. There is no expiration on it and it is only US.

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