Past Events

October 3, 2012
Worldwide ERC: Global Workforce Symposium
Washington, DC
September 13, 2012
Spanish Chamber of Commerce: Cross-Border Retirement Workshop
San Francisco, CA

Andrew Fisher presented to the audience on cross border retirement strategies and how 401(k)’s work for international families

September 13, 2012
The Americas Global Mobility Summit
Washington, DC

Worldview attended this event
Washington, DC

June 21, 2012
Worldview Event: Wealth Strategies for Cross-Border Families
San Francisco, CA

Making sense of 401(k)s and foreign pensions, stock options, and international taxes.

May 3, 2012
STEP USA – Cross-Border Estate Planning Conference – May 3-4
Santa Monica, CA

The Worldview team was in attendance for this unique program.
Santa Monica, CA

April 26, 2012
European Client Appreciation Event
Amsterdam, The Netherlands

An event in appreciation of our clients

April 19, 2012
GABA Event: Retirement planning for Germans in the U.S.
Palo Alto, CA

The German American Business Association of California (GABA) invited us to discuss coordinating 401(k)’s, stock options, and foreign pensions for a global retirement. We were thrilled to have a full house for this event and a terrific amount of audience involvement.

April 12, 2012
Worldview Event: Wealth Strategies for Cross-Border Families
Portland, OR

Making sense of 401(k)’s, foreign pensions, and international taxes

March 20, 2012
Tektronix – Lunchtime Presentation for International Employees
Beaverton, OR

We were invited by the Tek Global Mobility and HR team to present to their international workforce on cross-border retirement and wealth planning.

January 26, 2012
Seattle STEP: Financial Affairs of Cross-Border Families – It’s Complicated
Seattle, WA

In this presentation to cross-border estate planning attorneys, Andrew Fisher and Philipp Muedder led an interactive discussion about common retirement planning issues.