Beyond Borders: Financial Planning for the Globally Mobile Client
Includes a Live Web Event on 10/16/2026 at 10:00 AM (MDT)
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As global mobility continues to rise, financial advisors are increasingly encountering clients who are considering or actively pursuing an international relocation. Whether driven by career opportunities, lifestyle choices, or family considerations, these moves introduce a new layer of complexity that most traditional financial planning frameworks are not designed to address.
For many advisors, this moment creates uncertainty. Questions quickly arise: Can I still advise this client? What risks am I missing? When do I need to bring in outside expertise? Too often, advisors either disengage risking the loss of the client relationship or attempt to navigate unfamiliar cross-border issues without a clear structure, potentially exposing both themselves and their clients to unintended risks.
Led by two seasoned cross-border professionals, this session is designed to provide financial advisors with a practical framework to guide clients through international transitions while maintaining their role as a fiduciary. Rather than attempting to turn advisors into cross-border specialists, this session focuses on building awareness, structure, and confidence so advisors can better understand the landscape, ask the right questions, and recognize when additional expertise is required.
Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours:
- Advisors will gain a clear understanding of the three-phase cross-border process (Pre-Move, Transition Year, Ongoing) and how it differs from traditional financial planning so they can better guide conversations without overstepping their expertise.
- Attendees will learn how to maintain the client relationship while coordinating specialized experts, ensuring clients receive comprehensive advice while the advisor stays within their scope of competence.
- Advisors will develop awareness of common cross-border pitfalls and high-risk areas, enabling them to ask better questions, spot issues early, and engage the right professionals at the right time.
Arielle Tucker
Founder & Lead Cross-Border Planner
Connected Financial Planning
Arielle has spent over a decade working on personal tax and financial planning issues for clients who, like her, live and work in Europe. She founded Connected Financial Planning to empower professionals and families to build a life that reflects their core values while building a stable financial future. She believes that financial education is the cornerstone of every client relationship. Arielle is also the co-host of Passport to Wealth, a podcast and education platform designed to serve US expats around the globe and provide valuable insights and resources to those navigating the unique challenges of building wealth and managing finances while living abroad.
Otto Rivera, CFP®
Financial Planner/Investment Advisor
Mindful Wealth LLC
Otto Rivera, CFP®, EA, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those who support the financial planning process.
Rivera is a Financial Planner and Investment Advisor based in Orlando, Florida. His firm, Mindful Wealth LLC, focuses on comprehensive financial planning and investment management for professionals, families, and businesses.
He is an Enrolled Agent admitted to practice before the IRS and owns Emergent Tax Services LLC, a tax preparation and consulting firm.
An active volunteer leader within the FPA National, Rivera hosted FPA’s International/Cross-Border and Behavioral Economics Knowledge Circles, among other virtual communities.
He is a CERTIFIED FINANCIAL PLANNER® professional and serves as a CFP Board Ambassador. Rivera is also involved in providing and promoting pro bono financial planning through organizations like the Foundation for Financial Planning and Wings for Widows.
Rivera was born and raised in the beautiful island of Puerto Rico and is a native Spanish speaker. He has traveled to 18 countries and loves learning about other cultures. He enjoys spending time with his wife and daughter, going out for a run, and reading.
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