International & Cross-Border Planning Knowledge Circle: Planning for the American-Canadian Client
Includes a Live Web Event on 05/15/2024 at 8:00 AM (MDT)
-
Register
- Member - Free!
Already registered?
Log in now.
Guest speaker Brian Wruk will discuss vital considerations regarding Financial Planning for clients that have ties to Canada and the USA or are transitioning across the border.
Brian Wruk, CFP®(US, CDA), TEP, CIM
President
Transition Financial Advisors Group
Brian is an American/Canadian Dual Citizen and a 27-year Financial Planning Veteran working with American and Canadian residents. He’s the author of two bestselling books: The Canadian in America and The American in Canada. He is a graduate of the University of Alberta and The University of Arizona.
Key:
Complete
Next
Failed
Available
Locked
International & Cross-Border Planning Knowledge Circle: Planning for the American-Canadian Client
05/15/2024 at 8:00 AM (MDT) | 60 minutes
05/15/2024 at 8:00 AM (MDT) | 60 minutes
Brian will discuss vital considerations regarding Financial Planning for clients that have ties to Canada and the USA or are transitioning across the border.
