Understanding and employing a viable Cross-border financial plan can be a daunting task. However, there are several simple rules that can make expatriate life a lot easier. Our Webinar will discuss some of the key aspects of cross-border planning for those who have made the move to the USA.
• Investment & Tax Planning – How to properly structure your investments and retirement plan in both countries through a cross-border investment management firm to avoid frozen assets or forced liquidation.
• Estate Planning – Manage estate complications that can arise from having a dual citizenship or having a mixed-citizenship family situation. Also covered: Will planning, selling property, and moving assets across the border.
• Currency Planning – Exchanging currency is not always straightforward. Managing cash across the border is about more than accessibility. Proper planning saves transaction costs, time and takes advantage of favorable rates.
• Question and Answer period.
Hosted by the Canadian Expat Network.
Canada – USA Cross Border Financial Planning Webinar
Wednesday, July 22, 2009
12:30 PM – 1:30 PM EDT
After registering you will receive a confirmation email containing information about joining the Webinar.
System Requirements PC-based attendees Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista
Macintosh®-based attendees Required: Mac OS® X 10.4 (Tiger®) or newer