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What is international financial planning?

Next Gen Mentoring Webinar

What is international financial planning?

Globalization fuels top financial planning professionals to increase the ability to expand their markets. As a result, they can assist clients who are working outside of their home countries to increase their wealth internationally. Hence, international financial planning becomes complex.

In this webinar, Chia-Li Chien, PhD, CFP, PMP, will interview Ashley Murphy, CFP, AIF, on what financial planning professionals can do to help dual or multiple citizenship-holding clients and those with a non-US citizen spouse, and find out why international financial planning is in demand.

Register now, you will receive a confirmation email containing information about joining the meeting.

This is a webinar you won't want to miss!

Ashley Murphy is a tri-citizen of the United States, Australia and the United Kingdom. In 2005, he ventured to the San Francisco Bay Area to pursue his dreams. He has been quoted in the Wall Street Journal, was profiled in Financial Advisor Magazine, and has taught aspiring CFP candidates at University of California, Berkeley extension and Golden Gate University. He is a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the FPA and a regular conference speaker. He was awarded the CFP® designation in 2012 and voted Secretary of FPA NexGen the same year. Murphy is currently undertaking CFP® studies in Australia which will make him one of the only financial advisers qualified in both countries when completed.

 

 


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Sponsored By
Financial Planning Program

Contact

Josiah Gonzales
jgon@callutheran.edu
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