Americans Moving Abroad - What Planners Need To Know
Includes a Live Web Event on 06/10/2025 at 10:00 AM (MDT)
-
Register
- Member - Free!
Brought to you by the PridePlanners Knoweldge Circle: Many clients, especially LGBTQ+ clients, have been talking about moving to a foreign country. What information do they need to know? What about tax implications, transferring funds, staying invested or investing in another country? Where can we, as planners, find information to help and guide our clients?
Competency Level: Intermediate
FPA Competency: Critical Thinking, Client Communication and Care
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
Brian Wruk, CFP®(US, CDA), TEP, CIM
President
Transition Financial Advisors Group
Brian Wruk is a Certified Financial Planner™ specializing in the community of people making the transition between Canada and the U.S. His firm, Transition Financial Advisors Group, Inc., is a fee-only, comprehensive financial planning, investment management, and Canada/U.S. tax planning and preparation firm. A dual Canadian/U.S. citizen, Brian holds both the U.S. and Canadian CFP® designations, is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners in the UK and holds the Canadian Investment Manager (CIM) designation. Brian is the author of The Canadian in America and The American in Canada.
Key:
Complete
Next
Failed
Available
Locked