Mind the Gap: Financial and Psychological Considerations of Moving Abroad
Includes a Live Web Event on 01/28/2026 at 10:00 AM (MST)
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Brough to you by the Applied Behavioral Economics Knowledge Cirle, this session explores the growing trend of Americans considering life abroad, delving into the financial complexities and psychological factors that planners must understand to support globally mobile clients.
Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: N/A
- Discuss current trends in cross-border migration and U.S. expatriation.
- Identify cross-border financial planning essentials to determine appropriate planning strategies.
- Recognize and address the psychological, emotional, and behavioral factors that impact a client’s decision to move abroad and integrate these considerations into a comprehensive financial planning process.
Matt Goren, Ph.D., CFP®
Chief Strategy Officer
Danko Education
Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education. He combines lessons from his teaching experience with best practices in adult education, AI, and psychology.
Matt is Chief Strategy Officer for the Brett Danko Education Center. He is also the co-founder of the Global Financial Planning Institute and serves with the FPA and Academy of Financial Services.
Previously, Matt ran CFP® education programs at Dalton Education and The American College. He was also a director at CFP Board, a professor of personal finance at the University of Georgia, and host of Nothing Funny About Money on NPR.
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