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Sunny Istar Lee, IAR
Sunny Istar Lee, IAR
in Global ConferenceAug 31, 2022

How to educate parents and children about money

The sad reality is that most young people do not know how to manage money. Lee shares three simple and effective solutions you can implement to help your clients prepare for the generational financial picture while also teaching their children about financial life skills, so they are prepared to receive and manage the legacy their family leaves behind.
Wealth management
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Author(s):

Sunny Istar Lee, IAR

Sunny Istar Lee, IAR