Upcoming Events

May 30, 2017
Andrew Fisher to Present at FPA NorCal Conference
San Francisco, CA
June 21, 2017
Andrew Fisher to Present at FPA Portland
Portland, OR
October 3, 2017
Andrew Fisher to Present at FPA Annual Conference
Nashville, TN

Past Events

May 16, 2017
Andrew Fisher to Present to the Purposeful Planning Institute
April 26, 2017
Andrew Fisher to Present at FPA Retreat 2017
Braselton, GA
February 15, 2017
FPA Orange County Presentation
UC Irvine Student Center

Planning for Cross Border Families –The U.S. Doesn’t Always Play Nice! There is a large and growing demographic of cross border professionals who have a financial connection to the United States, including foreign citizens living […]

August 13, 2016
FPA Far West Round Up – UC Santa Cruz
Santa Cruz, CA

Planning for Cross Border Families –The U.S. Doesn’t Always Play Nice!   There is a large and growing demographic of cross border professionals who have a financial connection to the United States, including foreign citizens […]

May 17, 2016
CalCPA Sacramento – Estate and Financial Planning Committee
Sacramento, CA

Andrew Fisher will present to the CalCPA Sacramento’s Estate and Financial Planning Committee on the topic of wealth management for cross-border professionals (foreign nationals and American expatriates). The goal of this presentation is to provide an […]

March 9, 2016
OHSU Hospital – Financial Planning for International Employees
Portland, OR

The Office of International Affairs at OHSU Hospital in Portland, OR is hosting a unique employee education session on international financial planning. The hospital has a large multi-national workforce comprised of international employees, faculty and […]

February 23, 2016
CalCPA East Bay – International Tax Committee
Walnut Creek, CA

Andrew Fisher will present to the CalCPA East Bay’s International Tax Committee on the topic of wealth management for cross-border professionals. The goal of this presentation is to provide an overview of the cross border demographic, […]

February 17, 2016
FPA International – Wealth Management for Cross Border Professionals in the U.S
San Francisco, CA

Andrew Fisher will present to the FPA International – Cross-Border Knowledge Planning Circle on both February 17th and 18th. Due to the ever-increasing globalization of business, there is a large and growing demographic of international and […]

January 26, 2016
CalCPA Los Angeles – Personal Financial Planning (PFP) Committee
Los Angeles, CA

Andrew Fisher will present to the CalCPA Los Angeles’ Personal Financial Planning Committee on the topic of wealth management and tax treatment for international families and professionals. The goal is to increase the understanding of […]

December 15, 2015
WeWork & The Expat Woman presents Legal & Financial Talk for Expats
San Francisco, CA

Andrew Fisher will present to the WeWork and the Expat Woman networks on the topic of wealth management for expatriates.   Topics Andrew will discuss will include but are not limited to:   Employer pensions, 403(b) and […]