NEW YORK CITY MONTHLY NETWORKING Thursday, April 1, 2010
‘Localizing Americans: Understanding Their Unique Financial Planning Issues’ Speaker: Andrew Fisher, CFA, CPA of Maxim Global Wealth Advisors
5:30 PM Registration / 6:00 PM Program/ 7:00 PM Reception
KPMG Heritage Center
345 Park Ave New York, NY 10154
Localizing employees is an excellent way to reduce international assignment costs, but it also creates unique challenges for Americans.
In this talk, we will examine the financial circumstances American assignees need to prepare for and provide an overview of the critical financial planning areas: Taxation, Real Estate, Investment Planning, and Banking.
Americans embarking on a localized international assignment will have questions and concerns related to their financial affairs; employers that provide special financial planning and education will best ensure assignment success.
© The Forum for Expatriate Management. All Rights Reserved.Privacy policy and legal information