Services
Financial Planning Session with CFP
- Item Number
- 165
- Estimated Value
- 500 USD
- Sold
- 167 USD to mc5d72d09
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to CARLSBAD HIGH SCHOOL BAND BOOSTERS (tax ID 203432144) on behalf of the winner.
- Number of Bids
- 1 - Bid History
Item Description
This personalized planning session is designed for individuals and families who want to make the most of what theyÂÂve built. Led by Nick Licouris, CERTIFIED FINANCIAL PLANNER®, the session will focus on advanced strategies to help you: Optimize investment portfolios Plan for tax-efficient retirement income Navigate trust and estate planning Evaluate insurance and risk exposure Maximize employee equity and stock options YouÂÂll receive a customized financial roadmap tailored to your unique goals, lifestyle, and legacy. Sessions are available virtually or in person (if local). No expiration. U.S. residents only.
Item Special Note
Item pick up will be immediately after the concert on May 23rd. Items that can be emailed, will be done so in a timely manner after your payment is processed at the completion of the auction. With any unclaimed items on the night of the concert, the bidder will be contacted about shipping or when they will pick up the item at Carlsbad High School Administration office by June 6th.
By bidding on this item, you agree to cover the shipping and handling costs and optional insurance if you would like it to be shipped to you. You will be contacted via email with the cost prior to finalizing payment for the item. Shipping will be by USPS. Carlsbad High School Band Boosters will only ship within the United States.
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