Webinar Invitation – Finnish American Business Guild in Dallas, TX

On April 9, Cerity Partners, a wealth management firm with a specialized focus on cross-border personal financial planning whose expertise lies in navigating the unique financial landscapes that international professionals often encounter, is hosting a webinar in partnership with the Finnish American Business Guild in Texas on the topic of Leaving the U.S.: Financial Planning Tips and Traps.  In the presentation, they will focus on four key areas:

• Immigration and foreign visa programs, including the “Golden Visa” and special tax holidays
• Cross-border tax planning and foreign asset reporting back to the U.S.
• Management of investment assets left behind in the U.S.
• Estate planning and wealth transfer, given exposure to inheritance systems of multiple countries

This complimentary webinar is open to all.

• When: Wednesday, April 9 at 12:00 PM CDT
• Where: Zoom Meeting – Register Here
• More information about the event: Webinar Information