Navigate the financial complexities of retiring abroad as a Canadian senior.
Many Canadian seniors choose to move to or spend extended periods in the USA, attracted by its warmer climate and lower costs. However, these decisions come with financial, tax, and legal implications that must be carefully managed.
This course will help advisors understand key considerations for Canadian seniors in the U.S., including:
Advisors will learn how to guide senior clients in navigating U.S. tax and legal systems, ensuring compliance, and protecting their financial interests.
Key Learning Areas:
By completing this course, advisors will be better equipped to help seniors manage financial risks, optimize tax planning, and ensure long-term security when spending extended time in the U.S.
We will continue to provide high quality education, training and materials at the lowest price possible in Canada
Pro-Seminars was started by Tom Miller and Alex Nicholson in 1998. Sadly, Tom passed away in 2020, but the legacy he created continues today with Alex and Tom’s son-in-law, Adam Wyrcimaga, carrying it forward. Pro-Seminars is an all-Canadian company based in beautiful Beamsville, Ontario. It is a leader in its field, specializing in continuing education and training designed specifically for Insurance and Financial Services Professionals. Since 1998, Pro-Seminars has presented in cooperation with many Financial Services companies across Canada, offering convenient, comfortable, and high-quality professional development through Continuing Education Conferences, webinars, 47+ self-study courses, and a wide range of training programs. These courses and seminars are conducted across Canada, as well as through a National Conference held annually. Pro-Seminars utilizes many seasoned, experienced, and professional educators and trainers from financial services and insurance companies, all committed to maintaining the highest educational and ethical standards to best serve their clients and prospects. Continuing Education Credits earned by using any Pro-Seminars service are valid across Canada, regardless of where the credits were attained, through the many provincial reciprocal agreements in place. Alex Nicholson / Co-President E: alex@pro-seminars.com, Adam L. Wyrcimaga / Co-President E: adam@pro-seminars.com
