ESSENTIALS OF IMMIGRATION LAW THAT ALL CROSS-BORDER FINANCIAL PLANNERS SHOULD KNOW

Globally mobile individuals often have to grapple with both the financial and legal aspects of their cross-border living and movements.

In this webinar, immigration attorney, H. Heidi Son will discuss immigration challenges that cross-border foreign nationals often face and how immigration lawyers and financial planners can collaborate in order to better serve these clients. 

ABOUT THIS WEBINAR

Learning Objectives:

  • Explore client cases that warranted coordination between an immigration lawyer and a financial planner.

  • Understand how certain immigration classifications may impact your clients’ goals.

  • Learn how immigration lawyers and cross-border financial advisors can collaborate to help clients navigate both the legal and financial aspects of global living and mobility. 

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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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