Cross-Border Financial Planning in Practice – Analysis – June 23, 2022

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:

  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.

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. 

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