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Picture of [Video] The Most Common Cross-Border Financial Planning Mistakes

[Video] The Most Common Cross-Border Financial Planning Mistakes

Focus Session
SKU: 21MDRT-39V
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$40.00
$55.00

Tuesday Session

Given the mobility of individuals and families across borders, Ritchie explains the importance of advisors being aware of the unique financial planning requirements that these types of clients often face. This is even more crucial given the proposed and ongoing tax policy changes in various jurisdictions and the regulatory environment in which advisors need to comply and be aware of.

Speaker Bio

Terry Frank Ritchie, R.F.P., TEP, has been practicing in the areas of financial, investment, tax and estate planning for more than 30 years. Not only does he practice in both Canada and the U.S., he lives in both countries as well and has consulted on behalf of individuals, major corporations, various legal and financial professionals and professional athletes on either side of the border.
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