PFP2318. How to Retire Overseas -- Retire In Luxury On a Pensioners Budget
Retiring overseas is a strategy that can help your clients achieve their retirement dreams including retiring early and retiring well even on a limited income. In this session, we'll detail the factors your clients will need to consider and plan for to make a successful move overseas in retirement: residency, health care, taxes, banking, administration, and financial considerations, both for the capital costs of the move and the ongoing cost of enjoying a rich, fulfilling retirement in another country.
- Understanding the benefits, financial and personal, of retiring overseas
- Identifying for which clients retiring overseas makes sense
- Understanding how to approach the strategy with your client
- Understanding the steps required for a successful retirement move to another country