Be a Hero to your Non-Immigrant Visa Client: Help Them Invest in the US
CIGA member Jane Mepham will explore the intricacies of nonimmigrant work visas and address the investment challenges that visa holders often encounter in the United States.
More than you think – Financial Planning for International Students in the US
Do you know that a quarter (25%) of US billion-dollar startup companies have a founder who arrived in the US as an international (F1 visa) student? International students are not just foreigners with little income or assets but accomplished global citizens that have supported their own education, worked in multinational corporations, created technologies, founded companies, and more.
In this session, we will cover the common financial roadblocks international students encounter when they first come to the US and the advance planning topics for international students with equity compensation, business interests, and foreign income.
ABOUT THIS WEBINAR
Learning Objectives:
Understand what international students face and care about when managing their US finances.
Create a framework to help international students consider tax residency, investing and employment in the US.
Discuss advanced planning scenarios involving international students on F1 visas through case studies.
- Eligible for 1 US CE CFP Credit (pending approval)*
*Participants who join the live session for a minimum of 50 minutes are eligible for 1 CFP credit.
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