如何让晚年保有选择？长期护理、Medicare与遗产规划｜CFP现场讲座
Jul 24, 2026 · 157 views
Jason Co 許嘉誠, CFP®
@jason_co_cfp · 2.2K subscribers · 134 videos
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About this channel
I personally discovered Financial Independence after a rigid lifestyle working for private firms, and wanting to be able to build a life centered on my family. I wanted to be able to serve others. I dove head-first into financial planning and in building a new kind of life, realized that I wanted to offer this freedom to people like me. I founded CoPlanning Financial because I wanted to create a space for Asian-Americans and immigrants to feel seen, and have a trusted partner in the unique challenges faced by these communities. Disclaimer: The content of this channel is for education or entertainment and should not be considered financial or investment advice. To make the best financial decisions that suit your own needs, you must conduct your research and seek advice from a licensed professional financial advisor.
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Newest video 3 months ago · 6 uploads in the last 12 months
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