Description
We all know the major financial planning areas, but how does a cross-border practitioner's approach change when catering to multinational families and people who move around for work? What do cash flow management, tax strategy, investment strategy, estate planning, and retirement planning look like for this client segment? What do these clients need from a comprehensive financial planner? Come and find out!
Learning Objectives
What is different about cross-border planning (by planning area)
Landmines to avoid when planning for these clients
How to serve these clients effectively (resources and relationships)