If you are an International Member of FPA and have not yet decided if you will attend FPA Experience San Diego, I would like to share my very first attempt at a YouTube video where in 4 minutes I outline the many great reasons to be there
International/Cross-Border Community on Feb 8 at 9am ET, Discussing European Financial Planning Conference that took place last month in Holland
The May 2024 International & Cross-Border Planning Knowledge Circle will be held on Wednesday, May 15th at 10 am ET
05-15-2024 | 10:00 - 11:00 ET
They specialize in international clients
Have you ever heard of the Cyprus Trust? Using an international trust could be an option for you if you’re hoping for effective asset protection, but you should always walk through the specifics with your estate planning attorney. In order to set up a Cyprus international trust, it’s not required that either beneficiary be tied to Cyprus
Lauren Schadle CAE Executive Director/CEO Financial Planning Association Denver CO United States I am excited to announce that the International Community is now the International/Cross-Border Knowledge Circle
Make sure that whoever you work with on asset protection has credentials to back up their experience; this may involve a background in international law or taxes
Hi Everyone! My name is Darryl Jarmosco, CFP, ChFC, RCC I'm a Business and Peak Performance Coach. I have over 10 years industry experience along with 10 years experience as a coach. I partner and specialize working with financial service organizations and financial advisors! If...
I am a fee-only financial planner and I was recently speaking with a friend in the U.S. whose mother lives in France. He thought it could be beneficial to introduce her to someone and see if a financial plan could be developed for her. It sounds like she is working with a more traditional...
1 Comment - Frank Parthenay [email protected] Mister Olivier TROCHON [email protected] Laurence CLAIR Collaboratrice de Monsieur Trochon de Lorière 35 rue La Boétie - 75008 Paris 01 44 95 08 66 [email protected] Lastly, for requests like this in the future, I would recommend posting to the International/Cross-Border community
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