International & Cross-Border Planning Knowledge Circle: Planning for the American-Canadian Client
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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.
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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.
