FREE Tax & Financial Planning Webinar for Canadian Citizens Moving Abroad
I invite you to join me as I host, Anna Golan-Reznick, CFP, online as we discuss essential tax and financial planning considerations for Canadian Citizens moving to (or living in) Costa Rica.
Topics covered will include:
🔻Tax implication of leaving Canada
🔻How leaving Canada can impact your investment accounts
🔻Income factors for maintaining your lifestyle abroad
🔻Retirement planning for Canadians overseas (CPP, OAS eligibility, receiving pension income abroad, etc.)
🔻Estate planning considerations while moving abroad
🔻How a financial plan can help you achieve your goals
🔻Working with financial planning professionals
Your Hosts:
Anna Golan-Reznick, CFP
“I hold the Certified Financial Planner designation in Canada, boasting over 25 years of extensive experience in the financial industry.
I am honored to lead my practice as an independent advice-only Certified Financial Planner at Smart Move Financial Planning. We specialize in tailored financial planning solutions catered to the unique needs of Canadians relocating or retiring overseas. Our mission is to offer objective financial and retirement planning advice while helping our clients minimize taxes, penalties, and fees.
Throughout my career, I’ve navigated various sectors including banking, insurance, and pension funds. During my tenure spanning 13 years with one of Canada’s largest banks, I honed my skills in facilitating clients’ retirement, tax, and estate planning objectives while offering sound investment advice.”
Are you a “Do it Yourself” kind of person?
Imagine having complete clarity on every step and decision required for your move. With our DIY Move to Costa Rica Program, we craft a personalized roadmap tailored to your specific logistics. Plus, you’ll be actively engaged in our weekly calls, ensuring all your queries are promptly addressed throughout the journey!
Our comprehensive DIY Move to Costa Rica E-Course provides detailed guidance for every stage, empowering you to make informed decisions confidently. Gain access to our meticulously vetted contacts, further streamlining your relocation process!
Needing expert 1:1 assistance for your move?
We’ve got you covered Elevate your relocation experience with our RelocateNow Costa Rica Signature Program. Our members receive unparalleled support extending beyond the move itself, ensuring a seamless transition at every stage of the journey.
From meticulous planning before your departure to ongoing assistance during the relocation process, and even post-move support, we’ve got you covered every step of the way. With our Signature Program, you’ll not only gain access to the invaluable DIY E-Course but also enjoy all the exclusive benefits tailored to make your relocation to Costa Rica a resounding success.