July 2024 Webinar: Global Workforce: Navigating Remote Work for Financial Advisers | By Hui-chin Chen and Arielle Tucker

Have you considered running your business, hiring, or allowing your staff to work internationally? Join us as we explore the possibilities of operating your firm with global flexibility. As the remote work trend persists post-pandemic, understanding the legal, tax, compliance, and practical implications of hiring or working from abroad is crucial. Our speakers will draw from their own experiences to provide insights into navigating these complexities. From team operations to client service strategies, learn how to manage a “global” financial planning practice effectively.

3 Learning Objectives

  1. Understand the legal, tax and compliance challenges of being Investment Advisory business owner or employing staff physically located outside your jurisdiction.
  2. Learn how to structure your business operation, investment management and client service for a global team.
  3. Create a process to evaluate when having a presence outside of your primary jurisdiction works for you and your firm.

Please register below and join us.

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Local Time

  • Timezone: America/New_York
  • Date: Jul 24 2024
  • Time: 9:00 am - 10:00 am



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