RIVER SCHOOL PS281 PARENT TEACHER ASSOCIATION – 2025 River School Spring Benefit and Auction
Auction Ends: May 17, 2025 10:00 AM EDT

Services

Financial Planning Session with CFP

Item Number
220
Estimated Value
500 USD
Sold
100 USD to rwadde0f9

The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to RIVER SCHOOL PS281 PARENT TEACHER ASSOCIATION (tax ID 901020071) 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 PLANNER® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options. Please note: The consultation can be done in person if local or over Zoom/Phone if needed.

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