Cross-Border Financial Planning in Practice – Discovery – May 26, 2022

CROSS-BORDER FINANCIAL PLANNING IN PRACTICE
PART 1 -
DISCOVERY

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. 

CIGA WEBINARS

You may also be interested in

About

WHAT IS CIGA?

The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better. 

Your invitation has been sent!