【New Year 90-Day Family Financial Action Plan】(II) Roadmap for Immigrant & High Net worth Families

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The previous episode was about setting direction, then in this episode I focus on wealth structure strategies and discuss four key questions that are most worth confirming during the first 90 days of the new year.  https://calendly.com/dengning1966/30min #financialadvisor #wealthmanagement #financialplanning #retirementplanning #insurance #taxplanning


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