H2O PLANET INC – World Turtle Day - Enfield Scuba and Riverside Reptiles
Auction Ends: Jun 6, 2025 12:00 PM EDT

Services

Virtual - Financial Planning Session

Item Number
400x
Estimated Value
500 USD
Opening Bid
125 USD

The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to H2O PLANET INC (tax ID 331633754) on behalf of the winner.

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Item Description

Nick Licouris, CFP® (of Gerber Kawasaki Wealth & Investment Management) has offered to Auction Bidders to conduct a 2-hour "Financial Planning Session" (virtually or by phone).  During your session, Nick will provide a Review of your current financial picture (related to Cash Flow, Insurance, Retirement Goals, Trusts, Estates, Education Planning, and his recommendations for stock options) - to provide you with his recommended Financial Plan, tailored to your needs and priorities.  His session is available virtually (by phone or Zoom).  Valid only for US Residents.  The Winning Bidder will be provided with a Certificate by email with the Contact Information to schedule your Review Session.

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