International Issues for the Domestic Planner

Brought to you by the International & Cross-Border Planning Knowledge Circle: In this mobile society, clients don’t always stay put. Many folks may leave the US temporarily, or permanently and of course, many people move to the US for the first time. This can include clients with assets spanning multiple borders, citizenship in more than one country, children living abroad, etc. and all have unique complexities that must be dealt with. This presentation will provide a framework to help you tackle the Int’l client and then cover some of the “Oops” and “Ah Ha!” moments.

Competency Level: Client Communication & Care
FPA Competency: Intermediate
CFP Board Topic: General Financial Planning Principles
CFP Board CE Credit Hours:

• By the end of the presentation, the participant will be able to…Have a better understanding of the issues to consider with a cross border client
• By the end of the presentation, the participant will be able to…Understand some of the pitfalls/opportunities with a cross-border client
• By the end of the presentation, the participant will be able to…Have a broad knowledge of how to advise a cross-border client