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Sandwich Conversations, Part of taking care of the whole family forever
Manage episode 367864689 series 3477430
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On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss:
● Tell me about the sandwich – what do you mean by that?
● You talk about the fact that there is more to prepare for the future other than for college and retirement…what else is there Jerry?
● You mention in this chapter of the need to keep documents up to date. What documents are you referring to?
● What programs can help you keep your plans in place? You mention in this chapter “legal documents.”
Contact Jerry:
Website: www.reignfinancialservices.us
Linkedin: www.linkedin.com/in/jerry-yu-4a293430/
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YouTube: Search for “Jerry Yu – The Family Money Doctor”
Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098
Cell: (626) 890-0090
Email: jerry.yu@reignfinancialservices.us
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