Financial Planning for US Executives working abroad and Foreign Nationals working in the US.
The CIGA Network member Malissa Marshall, shares her financial planning experience to provide a framework to help financial advisers understand the intricacies of US executives working abroad and Foreign Nationals working in the US by using case studies.
1. Understand a framework for working with clients who are US executives working abroad on multi-year assignments.
2. Understand a framework for working with clients who are foreign nationals living and working in the US.
3. Be provided with a framework to help advisors understand the intricacies of these types of situations by using case studies to illuminate the complexities involved so that the advisors are able to provide a deeper level of expertise to their clients.