 Retirement Benefits and Financial Services for a Globally Mobile Workforce
A Panel Discussion
Date & Time: October 10, 2019 | 8:00 am - 10:30 am
Venue: Ropes & Gray | Prudential Tower | Boston, MA
Parking: Parking will be validated for the Prudential Garage
Cost: $95 Member | $140 Non-member
Register Now or call 781-684-8700 for assistance
A panel of retirement and global financial experts will discuss different ways companies can provide retirement benefits, as well as other financial services, to a diverse and global workforce such as:
- US Expatriates abroad;
- Expatriates inbound to the US: and
- Third Country Nationals.
Attend this program to:
- Learn about the retirement plan options available to various types of global employees.
- Find out about the associated advantages and disadvantages of different retirement options, including tax considerations.
- Hear from a panel of experts specializing in global/cross-border retirement and financial services.
- Get your questions answered!
If your workforce spans multiple countries, don’t miss this opportunity to
learn about the best retirement plan options to support them!
Register Now.
Speaker:
Pat Jurgens, Director of Global Tax at AIRINC
Panelists & Moderator:
Douglas Gallardo, VP at HSBC Financial: Cross-border financial services expert for individuals and corporations
Chris Hall, Managing Director of GTN Atlantic: Tax Expert on pensions as it pertains to expats trying to transfer them from one country to another
Janet Luxton, Consulting ERISA Attorney at Vanguard Strategic Retirement Consulting
Moderated by Liz Bilek-Portalla, VP of Business Development, Sterling Lexicon.
NEEBC programs may qualify for CEBS continuing professional education (CPE) credit. Participants must determine if the program aligns with "CEBS Content Domain."
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