Events

Upcoming Events

Past Events

October 22, 2019
Wealth Planning for Multi-Jurisdictional Families with U.S. Connections
San Jose, CA

Andrew Fisher will be presenting to the Silicon Valley / San Jose CapCPA Tax Interest Group on the unique wealth planning elements faced by cross-border families with ties to the U.S.

May 18, 2019
Amsterdam Bowling Night – Client Appreciation Event
Amsterdam, The Netherlands

Back by popular demand, CLVN and Worldview Wealth Advisors will again host our world famous bowling night and dinner event. Every year for over a decade, our firms have come together to host a Client Appreciation Night in Amsterdam for our many long-time clients, who helped us launch our firm […]

November 8, 2018
Panelist – CFA Society discussion “Cross-border financial planning and investment implications for expats”
San Francisco, CA

Andrew Fisher has been invited to join the CFA Society of San Francisco as a panelist discussing cross-border wealth planning.

October 27, 2018
9th Annual San Francisco Planning Day

On a beautiful October morning, Certified Financial Planners and a team of volunteers from all across the San Francisco Bay Area gathered together at the San Francisco Public Library. Sharing the same passion to deliver exceptional financial education to anyone and everyone, a day like today is just one way […]

April 20, 2018
Amsterdam Canal Cruise – Client Appreciation
Amsterdam, The Netherlands

We are celebrating our clients with a lovely cruise through the canals of Amsterdam. What could be better?

October 3, 2017
Andrew Fisher to Present at FPA Annual Conference
Nashville, TN
September 21, 2017
Andrew Fisher to Present at CalCPA International Tax Group
San Francisco, CA
August 18, 2017
Andrew Fisher to Present at FPA of Ventura County
Camarillo, CA
August 17, 2017
Andrew Fisher to Present at FPA West LA
Santa Monica, CA
July 25, 2017
Andrew Fisher to Present at CalCPA Silicon Valley
San Jose, CA
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