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The Most Common Cross-Border Financial Planning Mistakes and How to Avoid Them

  • The Center Club 650 Town Center Dr Costa Mesa, CA, 92626 United States (map)

Cross-Border Financial Planning Event

Don’t miss your exclusive opportunity to join us for “The Most Common Cross-Border Financial Planning Mistakes and How to Avoid Them.” Led by cross-border wealth management experts Terry Ritchie and John McCord, this presentation and Q&A session are specially tailored to the planning needs of Canadians, Canadian expats and Canada-U.S. dual citizens living and/or working in California. If you seek advice in the area of managing wealth, financial, tax and estate planning, we invite you to come learn and ask questions with other like-minded guests. Terry and John will discuss:

  • The implications of losing a Green Card or giving up U.S. citizenship
  • What to do with your Canadian investment accounts, including your RRSPs
  • U.S., California and Canadian tax issues you face with your RRSPs
  • How to best transition your remaining Canadian assets to the U.S.
  • Specific tax filing requirements you face as a Canadian in California
  • Canadian tax issues you need to be aware as a former Canadian resident
  • Unique cross-border estate planning issues that may impact you
  • Tax and financial planning issues you may face upon returning to Canada

Cardinal Point Wealth Management — Your Cross-Border Financial Advisor™

Cardinal Point Wealth Management specializes in the cross-border issues that impact Canadian citizens, expats and Canada-U.S. dual citizens living and/or working in California. Our professionals have a depth of experience to address the key financial, investment, estate and tax planning needs of Canadians residing in California. To learn more about their cross-border financial, tax and wealth management expertise, visit this Cross-Border Financial and Investment Planning for Canadians Living in California page.

With an office in Irvine, Cardinal Point is the only Canada-U.S. cross-border wealth management firm located in California.

John McCord Director of Private Wealth Services

John McCord
Director of
Private Wealth Services

Terry Ritchie Director of Cross-Border Wealth Services

Terry Ritchie
Director of
Cross-Border Wealth Services

Agenda

5:30 p.m. – 6:00 p.m.  Welcome Reception
6:00 p.m. – 7:00 p.m.  Presentation and Q&A Session
7:00 p.m. – 7:30 p.m.  Networking

How Much

$20 per person or $30 for couples
Each guest receives 2 complimentary drinks, hors d’oeuvres and valet parking

For more information on Cardinal Point Wealth Management, and their services, please visit: www.cardinalpointwealth.com 

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