With Clarity of Vision, Decisions are Easy: Operating & Growing a Niche Cross-Border Company

The January 2025 International & Cross-Border Planning Knowledge Circle will be held on Tuesday, January 21st at 10 am ET.

APPROVED FOR 1 CFP CE

Guest speaker Ann Marie Regal will be presenting, "With Clarity of Vision, Decisions are Easy: Operating & Growing a Niche Cross-Border Company."

This Knowledge Circle will provide insight into the complexities of running a cross-border company where home office is outside the US. Attendees will leave with understanding of potential problem areas for cross-border companies to be aware of and plan around as well as knowledge of how to work with cross-border clientele who move countries, give up or gain US status, etc.

Ann Marie is the Chief Executive Officer at Avrio Wealth Pte Ltd. Ann Marie specializes in working with clients who have US tax connections. She has been working in the financial services industry for over 20 years.

Ann Marie is one of the only fee-based American wealth planners in Singapore. She employs an integrated, consultative approach to assist her clients in all areas of wealth planning including Investment, Tax, Insurance, Retirement and Estate Planning. Ann Marie also helps clients Immigrate to, or Expatriate from, the United States