IN PERSON CHAPTER MEETING

Tuesday, May 9, 2023
 

Title:

Considerations in Cross-Border Wealth Planning

Speaker(s):
Libby Dawson, CFA, CFP®, Principal
Cerity Partners

Thank You to Our Meeting Strategic Partner!

Program Description:
There is a large and growing demographic of professionals living and working outside of their home country. Many of these people are coming into or out of the United States, which can lead to a far more complicated personal financial situation due to unique tax and reporting laws. This is compounded by a lack of credible resources to turn to for help and advice. 

In this presentation, we will address the main areas of confusion among these cross-border professionals, answering a number of the most common questions and challenges, and offering an opportunity for Q&A. 

Learning Objective(s):
Financial topics to be discussed include:
- Regulatory framework around banking and investments for global families
- 401(k), pensions, and other retirement savings plans
- Saving and investing for a worldwide future
- Real estate decisions – property in the U.S. and abroad
- Issues in tax planning - U.S. and international
- Cross-border estate planning

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Speaker(s):

Libby Dawson, CFA, CFP®, Principal
Cerity Partners

Libby Dawson is a Principal in the San Francisco office of Cerity Partners. She has more than twenty years of experience in financial services, advising clients on a variety of financial planning and wealth management issues, with a focus on cross-border planning. Her earlier experience was across a range of client-serving roles, specifically in asset management. She was President of an investment firm focusing on small-cap investing for high-net-worth individuals and served as a Senior Vice President for Putnam Investments, working with defined contribution plans. Libby has a B.A. from Yale University, an MBA from INSEAD in France, and an M.A. in Economics and International Relations from Johns Hopkins SAIS. She is a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™.

Agenda:
3:00 - 3:30 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speaker's Presentation
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes   
4:30 pm - Networking