CROSS-BORDER FINANCIAL PLANNING IN PRACTICE –
PART 2
ANALYSIS
by Hui-chin Chen, CFP®, Owner of Pavlov Financial Planning and Founder of The CIGA Network.
In Part 2 of this three-part series, the speaker will share how she develops a planning strategy for clients with cross-border planning complications.
ABOUT THIS WEBINAR
Objectives:
- Recognize where the cross-border planning process deviates from a traditional, single-country plan.
- Discover the capabilities and workarounds of existing financial planning tools when working with cross-border planning scenarios.
- Learn practical ways to organize cross-border financial data to cover all the bases.
Hui-chin Chen, CFP® is the Founder of The CIGA Network, a global community to promote collaboration among advisers working with cross-border clients. She is also the Principal of Pavlov Financial Planning, where she primarily serves globally mobile professionals and multi-national families. As an immigrant and expat, Hui-chin is passionate about making cross-border financial planning accessible and more comprehensive through bringing advisers with different expertise together.
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WHAT IS CIGA?
The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better.