Cross-Border Financial Planning in Practice – Analysis

Cross-Border Financial Planning In Practice – Part 2 – Analysis

 

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In Part 2 of this three-part series, the speaker shares how she develops a planning strategy for clients with cross-border planning complications.

 
1. Recognize where the cross-border planning process deviates from a traditional, single-country plan.
 
2. Discover the capabilities and workarounds of existing financial planning tools when working with cross-border planning scenarios.
 
3. Learn practical ways to organize cross-border financial data to cover all the bases.

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