WEBINAR RECORDING
How Fred Behrens Became a Cross-Border Planner and Insights Into U.S.-Swiss Financial Planning
Join the Global Financial Planning Institute on April 15th for a webinar featuring Fred Behrens, focusing on cross-border financial planning insights between the U.S. and Switzerland, aimed at financial professionals working with international clients.
In this webinar, Cerity Partners Partner Frederic Behrens CFP® will be presenting on his background, some trends in cross-border planning, and specifically discuss U.S.-Swiss financial planning topics:
- Background on Cerity Partners
- Recent Topics in Cross-Border Planning
- U.S.-Swiss Financial Planning Overview
- Planning for Mixed Nationality Couples
We hope you can join us!
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Originally recorded on
April 15, 2025
How Fred Behrens Became a Cross-Border Planner and Insights Into U.S.-Swiss Financial Planning
Join the Global Financial Planning Institute on April 15th for a webinar featuring Fred Behrens, focusing on cross-border financial planning insights between the U.S. and Switzerland, aimed at financial professionals working with international clients.
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