Smart Risk Magazine Spring 2018 | Page 26
26
WEALTH TRANSFER
SPRING 2018
THE
REALITY
OF WEALTH
TRANSFER
MAILI WONG, CFA
THIS APPROACH IS DESIGNED TO PROVIDE A FRAMEWORK
TO HELP YOU RATIONALLY AND OBJECTIVELY SAVE
FOR THE FUTURE, INCLUDES “5 P’S”: PURPOSE,
PEOPLE, PLAN, PERSPECTIVE AND POSITIVE ACTION.
Smart Risk Magazine Spring 2018 | Page 25
Smart Risk Magazine Spring 2018 | Page 27
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