Advancing Knowledge in Financial Planning
The Symposium focuses on cross-jurisdiction, cross-specialty, and cross-cultural collaborations among advisers working with globally mobile and connected clients. The sessions provide not just practical experience sharing advanced educational content, but also hands-on peer office hours to solve cross-border problems together. The Symposium is open to global advisers working in cross-border scenarios. Advisers from all jurisdictions are welcome and the Symposium will include networking sessions to connect advisers in different timezones without traveling across the world! U.S. CFP CE credits will be available for some sessions.
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