Speaker Application

Apply to speak on the Practical Considerations in Cross-Border Planning.

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Some examples of topics to consider include:

• Differences in Fact Finding and Presentation
• Pro’s and Con’s of the U.S. Financial System & How it Changes the Advice Provided
• When to refer a client with International and Cross-Border complications

Apply to speak on the Investment Considerations for Americans Abroad.

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Some examples of topics to consider include:

• Domicile of Client
• Liability Mismatch
• Tax
• Investment Compliance
• Investment Operations
• Foreign Exchange

Apply to speak on the 10 Do’s and Don’ts for Americans Abroad.

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Some examples of topics to consider include:

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Do's for the American Abroad

• After-Tax Investments
• Term Life Insurance

Don’ts for the American abroad

• Apply for U.S. Permanent Residence without Considering Financial Impact
• Enter into Long Term Financial Commitments while Domicile Uncertain