Navigating the Rocky Shores of International Financial Planning

11:00 AM - 12:15 PM
Temecula 2-4

This session will review what is meant by international planning, typical client profiles, and pitfalls and opportunities that arise when a client moves outside of or into the United States.

Learning Objectives:

  1. Determine how to discover clients within your practice who need international planning guidance
  2. Gain an understanding of the principal financial planning issues involved when working with international clients, including taxes, estate planning, and risk management
  3. Learn how the laws, rules, and regulations of other countries may affect U.S. planning