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There is no magic formula for publishing a book, but it’s no secret that a smart approach is to write what you know. For Lee, that has meant converting her experience with her own twin boys into the book “Is Your Child a Money Master or a Money Monster?” and using her work with Korean expats to address their concerns. In this session, Lee discusses how she turned her life into marketing material for her financial planning practice, understanding how every idea and event she has encountered can generate compelling material. Attendees will learn to identify topics they are passionate about and gain both the motivation and the steps to turn that passion into their own book.

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.

Do your kids or grandkids understand principles of responsible money management? Lee shares her system of habits that helps guide clients to teach children to be financially responsible. Presented at the 2017 Annual Meeting.

Trillions of dollars will be passed down from baby boomers to the next generation. Are the recipients prepared to not squander this wealth? Lee, a firm believer in financial literacy and responsibility in children, discusses strategies to educate the next generation on the importance of saving and managing money well, as she did with her own kids.

My client died in a car accident before life insurance was finalized.

There is no magic formula for publishing a book, but it’s no secret that a smart approach is to write what you know. For Lee, that has meant converting her experience with her own twin boys into the book “Is Your Child a Money Master or a Money Monster?” and using her work with Korean expats to address their concerns. Lee discusses how she turned her life into marketing material for her financial planning practice, understanding how every idea and event she has encountered can generate compelling material. Attendees will learn to identify topics they are passionate about and gain both the motivation and the steps to turn that passion into their own book.

Do your kids or grandkids understand principles of responsible money management? Lee shares her system of habits that helps guide clients to teach children to be financially responsible. Presented at the 2017 Annual Meeting.