National boundaries no longer contain our clients ... or their investments. The International Wealth Planning Forum cordially invites all advisors in Estate, Business, Tax and Wealth Planning to our first annual event. Through collegiality and collaboration, we can provide the certainty and leadership our clients are seeking to offer them clarity and direction to their planning needs.

The format of the International Wealth Planning Forum is designed to engage the participants in an informal team-teaching setting, where dialogue and audience interaction is as important as what is communicated from the front of the room. The presenters are each experts in their field who enjoy teaching and who give of themselves and their time. Their unique skills, experience, expertise, and judgment are truly invaluable when blended with the incredible breath and depth of talents and experience of the attendees.

The next Forum will be held on the afternoon of Thursday, May 20, 2010 and all day Friday, May 21, 2010 and will feature keynote speakers Max Riederer von Paar and Christine Perry, a cross-border planner from Toronto. 

Topics to be covered include: 

• income taxation and planning for emigrants, 

• transfer tax situations and solutions, 

• planning for Canadian citizens and assets, and 

• estate planning concerns of the international client.

Please plan to join us and visit www.IWPForum.com for more details, including the 2010 agenda and registration form.

Last Year's Event:

Click here for the 2009 Agenda.

Click here for the 2009 Registration Form.

For more information, please call 650.525.0234.