US/CAN Cross-border Retirement

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Location

Location

Hotel Eldorado (Sun Room)

500 Cook Road

Kelowna, BC V1W 3G9

Canada

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WE ARE OFFICIALLY SOLD OUT. If you are interested in a further information session being held, please e-mail stephenson@pushormitchell.com and we will add you to a list for future event details.

Trying to choose between Canada or the United States for your retirement? Do you want to know your options if you inherit money across the border? The laws and regulations are in a constant state of flux and it is crucial that you stay on top of the evolving landscape that is the cross-border relationship between Canada and the United States because the decisions you make now will affect your retirement.

To assist you in navigating the cross-border landscape, we welcome you to join Bryan Fitzpatrick, Tiffany Woodfield and Heather Sanders as they present important information on immigration, investment and tax related issues that you need to be aware of when retiring, living, or investing in the United States.

Details:

Space is limited to 36 guests, so reserve your spot!

Event to be held on November 7, 2019.

Complimentary appetizers and beverages will be provided from 5:00pm - 5:30pm.

Presentation and Q&A from 5:30pm - 7:00pm.

Tea, coffee and water will also be available.

Location: The Sun Room at the Hotel Eldorado

The Speakers:

Bryan Fitzpatrick is a lawyer licensed to practice law in both British Columbia and Washington State, is the Chair of Pushor Mitchell LLP’s Immigration Law Practice Group, and possesses valuable first-hand knowledge of U.S. immigration and border-crossing laws and procedures.

Tiffany Woodfield is a financial advisor who specializes in advising clients who live both in Canada and the U.S. and have IRAs/401ks or RRSPs/TFSAs or who have inherited money across the U.S./Canada border.

Heather Sanders is a CPA, CA with Tax Junction, an accounting firm which focuses only on U.S. and Canadian taxes for individuals living in Canada.

Date and Time

Location

Hotel Eldorado (Sun Room)

500 Cook Road

Kelowna, BC V1W 3G9

Canada

View Map

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