Financial Planning for US Executives working abroad and Foreign Nationals working in the US

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.
You will:
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.

Date

Sep 23 2021
Expired!

Time

11:00 am - 12:00 pm

Local Time

  • Timezone: America/New_York
  • Date: Sep 23 2021
  • Time: 11:00 am - 12:00 pm
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