Back to All Events

Canadian - U.S. Cross-Border Immigration, Tax and Wealth Management Seminar - Santa Monica

  • Expert Dojo 395 Santa Monica Place, Suite 308 Santa Monica, CA, 90401 United States (map)

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, our friends at Canadians in Orange County 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 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.