Concurrent Session Onsite and Online
PFP2407. Retire Overseas: The Silver Bullet for Long-Term Financial Planning
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. We'll examine these factors for both the capital costs of the move and the ongoing cost of enjoying a rich, fulfilling retirement in another country.
Learning Objectives:
- Understanding the benefits, financial and personal, of retiring overseas
- Identifying for which clients retiring overseas makes sense
- Understanding the ongoing support for your overseas clients
- Understanding the steps required for a successful retirement move to another country
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None