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Jae Song Lee
Jae Song Lee
in Annual MeetingSep 25, 2017

Coach your clients to teach their children financial responsibility

Many of our clients are parents, grandparents, uncles or aunts, and they are all concerned about the lives of their young family members. Lee discusses how to coach clients to take charge of teaching their youngsters' financial responsibility as soon as possible. She also shares the top three money master principles, as well as the top three habits and systems she developed for her own children.
Financial planning
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Author(s):

Jae Song Lee