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Cross Border Financial Planning Webinar – July 22nd

Canada – USA Cross Border Financial Planning Webinar

 

Presented by Pacifica Partners and the CanadianEXPATnetwork

 

 

 

 

 

Join us for a Webinar on July 22

 

 

Space is limited.
Reserve your Webinar seat now at:
https://www2.gotomeeting.com/register/556213875

 

 

Highlights:


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.

 

 

 

 

 

 

Title:

 

Canada – USA Cross Border Financial Planning Webinar

   

Date:

 

Wednesday, July 22, 2009

   

Time:

 

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

 

 

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