CROSS-BORDER FINANCIAL PLANNING IN PRACTICE
PART 1 -
by Hui-chin Chen, CFP®, Owner of Pavlov Financial Planning and Founder of The CIGA Network.
In Part 1 of this three-part series, the speaker shares her experience and best practice tips in conducting the discovery process with clients with past, present, or future cross-border lives.
ABOUT THIS WEBINAR
1. Understand the essential information to gather when working with clients with cross-border planning needs.
2. Learn practical ways to gather data covering client’s global footprint while building client relationship.
3. Discover when to take on a client with new cross-border scenario that you have not worked on and how to determine your role in a cross-border advisory team.
Hui-chin Chen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pavlov Financial Planning around the world. She is also the Founder of the CIGA Network.
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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.