You're invited to our webinar series
🌎Working with US Citizens living abroad and Expats in the US
You are invited to “Working with US Citizens Abroad and Expats in the US“ a series of 4 cross-border financial planning webinars hosted by the Global Financial Planning Institute for the financial advisor community.
The session topics include:
April 13: Differences in Working with International vs Domestic Clients
April 27: Building an International Practice - Business Models & Compliance
May 11: Investment Considerations for the American Abroad
May 25: Treaties & Definitions of Residency
All four sessions will be hosted at 1:00 PM PST / 4:00 PM EST and recordings will be sent to all registrants.
Webinar Series Registration:
Ashley S. Murphy
Tri-citizen of the US, Australia and the UK & Principal of Areté Wealth Strategists Australia, Financial Planning firm based in the US. Australian/US expat clients constitute 70% of its book.