International & Cross-Border Planning Knowledge Circle
Friday, September 29, 2023
10:15 AM – 11:15 AM MST
Location: PCC: North 125 A
Our international/ cross-border practitioner panelists will be discussing some of the current financial planning issues and trends that affect clients around the globe including cross-border taxation, investments, estate planning among other subjects.
Panelists: • Brian Wruk, CFP®(US,CDA), TEP, CIM /Transition Financial Advisors Group • John York, CPA CFP®/ White Lighthouse Investment Management • Robert van Beek, CFP®/ About Life & Finance • Tobias Maag, CFP®/ Avalon Capital AG
