Zoom PST

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

Zoom PST

In this webinar, Chia-Li Chien, Ph.D., CFP, PMP, will interview Jeremy D Witbeck, MBA, CFA, CFP, on tax codes for retirement accounts, health savings accounts, tax-loss harvesting, asset location optimization and charitable donations.