Heart of Stoke Foundation – 2nd Annual Heart of Stoke Caddy Day Topgolf Tournament
Auction Ends: Jan 20, 2025 10:00 PM EST

Unique Experiences

Financial Planning Session with CFP

Item Number
122
Estimated Value
500 USD
Opening Bid
167 USD
Next Minimum Bid
USD

The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to Heart of Stoke Foundation (tax ID 921326369) on behalf of the winner.

Buy Now Price
350 USD Buy Now
Time Left
2d 18h
Online Close
2025-01-20 22:00:00.0

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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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