EDUCATIONAL LIVE AND RECORDED WEBINARS FOR THE CROSS-BORDER FINANCIAL ADVISER
Register for live webinars for CFP CE Credits or watch past webinars to learn and better serve cross-border clients.
Upcoming Webinars
Recorded Webinars
Upcoming Webinars
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Recorded Webinars
October 2023
Oct 23 2023
Case study: Liability Matching when US Clients Live Abroad
July 2023
Jul 25 2023
More than you think – Financial Planning for International Students in the US
June 2023
Jun 21 2023
Be A Hero To Your Nonimmigrant Visa Clients: Help them invest in the US
April 2023
Apr 27 2023
Foreign Private Pensions: Small Percentage, Outsized Impact
February 2023
Feb 23 2023
US Estate Tax Planning for Non-resident Non-citizens with US Situs Assets
October 2022
Oct 28 2022
Case Studies: A framework for working with Cross-Border Employee Equity Compensation
Oct 28 2022
The Ins and Outs of Investor Visas
Oct 28 2022
Understand the regulatory landscape to advise non-UK clients living in the UK
Oct 27 2022
How To Coordinate Filing Tax Returns In Multiple Countries
Oct 27 2022
Planning Topics: Similarities And Differences In Six Latam Countries
Oct 27 2022
Canada/US Cross Border Planning – Oops And Ah-ha’s
Oct 27 2022
Coordinating Cross-Border Professionals – A Practitioner’s Perspective
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