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
23 February 2023
US Estate Tax Planning for Non-resident Non-citizens with US Situs Assets
By CIGA Founding Member Malissa Marshall, Founder and Head of Soaring Wealth LLC Malissa Marshall is …
11:00 am – 12:00 pm
No event found!
Recorded Webinars
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
September 2022
Sep 15 2022
Cross-Border Financial Planning in Practice – Implementation
June 2022
Jun 23 2022
Cross-Border Financial Planning in Practice – Analysis
May 2022
May 26 2022
Cross-Border Financial Planning in Practice – Discovery
January 2022
Jan 27 2022
Income Taxation of US Persons with Cross-Border Situations
November 2021
Nov 18 2021
Retirement Planning and Investing for Brits in the US and Americans in the UK
No event found!
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