080 Navigating Planning For Generations with Rita Cheng
That Annuity Show · Nassau Financial Group
December 31, 202044m 20s
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Show Notes
Two weeks ago, we talked about the macro economic challenges of supporting the "Sandwich Generation". This week we talk to Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, a practitioner who addresses these issues every day with her clients. She shares her approach to addressing these tough care issues with both parents and their children. You can visit her site at https://www.blueoceanglobalwealth.com/.