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.
SEPTEMBER 15 @ 11 AM ET
ABOUT THIS WEBINAR
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.
You may also be interested in
Canada/US Cross Border Planning – Oops And Ah-ha’s What happens when a prospective client comes in your office and you learn they are from Canada?
WHAT IS CIGA?
The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better.