CROSS-BORDER FINANCIAL PLANNING IN PRACTICE
PART 3 - IMPLEMENTATION
by Hui-chin Chen, CFP®, Owner of Pavlov Financial Planning and Founder of The CIGA Network.
In Part 3 of this three-part series, the speaker discusses how to implement a cross-border planning strategy when clients’ lives will invariably change.
ABOUT THIS WEBINAR
Learning Objectives:
1. Learn how to implement and evolve a cross-border financial planning strategy with flexibility in mind.
2. Find out how to create a process to allow collaborators and bring in new solutions in the implementation phase.
3. Determine when your role ends and how to transition clients to self-management or other capable hands.
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.