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:




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






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