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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