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 in order 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:

• Recognize the benefits, financial and personal, of retiring overseas.
• Identify the clients for whom retiring overseas makes sense.
• Recognize the ongoing support needed for your overseas clients.
• Identify the steps required for a successful retirement move to another country.