Pera and Purpose Podcast

030: The Basics of Trusts in Estate Planning ft. PJ Roman


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Maliban sa Wills, ang Trusts ay isa ring magandang paraan para ma-distribute ang ating mga ari-arian the moment na matapos na natin ang ating misyon sa buhay.In this episode, I interviewed Coach PJ Roman. He is the Head of Business Development for AB Capital and Investments Corporation where they manage over 20 Billion Php in funds. Also he has 12 years in the Trust Industry, and a fellow Yaman Coach sa Personal Finance Adviser's (PFA).👋🏽Download the Intentional Spending Plan here! Visit http...
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Pera and Purpose PodcastBy Jay Adrian Tolentino and TAGM Marketing Solutions Inc.

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