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PFP2318 - How to Retire Overseas -- Retire In Luxury On a Pensioners Budget

‐ Jun 6, 2023 10:20am

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





Concurrent Session Onsite and Online

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