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Retiring overseas is a strategy that can help your clients achieve their retirement dreams including retiring early and retiring well even on a limited income. In this session, we'll detail the factors your clients will need to consider and plan for to make a successful move overseas in retirement: residency, health care, taxes, banking, administration, and financial considerations, both for the capital costs of the move and the ongoing cost of enjoying a rich, fulfilling retirement in another country.
Learning Objectives:
Understanding the benefits, financial and personal, of retiring overseas
Identifying for which clients retiring overseas makes sense
Understanding how to approach the strategy with your client
Understanding the steps required for a successful retirement move to another country