Available to members of the US Financial Planning Association (FPA), this Knowledge Circle (KC) hosts monthly/ bi-monthly presentations and has a dedicated community of cross-border financial planners within the FPA.
Cross-Border Financial Planning: Issues When Advising International Clients
19 members, Quarterly Webinars
While there isn’t a dedicated ‘International and Cross-border’ thread within XYPN there is however an active community of planners who work with these clients. Response times to posted questions are good.
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