Financial Planning Session with CFP

Bidding Supports: South Central College Foundation (North Mankato, MN)

Item Number
225
Value:
500 USD
Online Close:
2025-05-28 23:00:00.0

Ask a question about this item

Description

A two-hour financial planning session with Nick Licouris, CFP®, of Gerber Kawasaki Wealth & Investment Management. During your session, Nick will provide a comprehensive review of your current financial picture, including cash flow, insurance, retirement goals, trust and estate considerations, education planning, and strategies for employee stock options. You'll receive a fully customized financial plan tailored to your needs and priorities. Sessions are available virtually (Zoom or phone) or in person if youÂ’re local. Valid for U.S. residents only. No expiration date. To schedule your session, please contact Nick at Nick@gerberkawasaki.com.