Canadian - U.S. Cross Border Immigration, Tax, and Wealth Management Semina...

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Cross-Border Experts Answer Your Questions!

As Canadians living in Southern California, most of us have had or will have questions about cross-border immigration, tax, and/or wealth management. These issues often go hand-in-hand, as each one can have an effect on the other. So, we decided to bring together a team of experts to share with us their perspectives on each of these areas, and then we will weave them together in some tangible stories of how they have helped their clients through challenges, through a panel discussion.

Of course, you will have the opportunity to network with our experts before and after the presentations and panel discussion, so we hope you get some of your questions answered along the way. If your questions are more complex, at least this will give you an opportunity to meet someone face-to-face that deals with cross-border issues all day long, and should be able to help you.

On Saturday, February 16th, 2019, please join us at one of the following locations in Irvine or Santa Monica, and hear and meet our panel of experts. We will start with networking over appetizers and beverages, hear from each organization, conduct a panel discussion, and then go back to networking. We promise to keep the presented material and panel short enough to allow for more networking afterward as well.

Don't miss the opportunity to hear from these great expert firms:

Cross-Border Firms

For more details on the event, including background on our panel of experts, and what you should expect to take away from the event, visit our event webpage.

Irvine Location

Saturday, February 16th
10:00 AM - 12:00 PM
Eureka Building
1621 Alton Parkway
Irvine, CA 92606

Santa Monica Location

Saturday, February 16th
2:00 PM - 4:00 PM
Expert DOJO
395 Santa Monica Place, Unit 308
Santa Monica, CA 90401

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