Mind the Gap: Financial and Psychological Considerations of Moving Abroad

The January Applied Behavioral Economics Knowledge Circle will be held on Wednesday, January 28th at 12 pm ET.

Guest speaker Matt Goren will be presenting, "Mind the Gap: Financial and Psychological Considerations of Moving Abroad."

This session explores the growing trend of Americans considering life abroad, delving into the financial complexities and psychological factors that planners must understand to support globally mobile clients.

Learning Objective:

• Discuss current trends in cross-border migration and U.S. expatriation.
• Identify cross-border financial planning essentials to determine appropriate planning strategies.
• Recognize and address the psychological, emotional, and behavioral factors that impact a client’s decision to move abroad and integrate these considerations into a comprehensive financial planning process.