Webinar Alert – Investing Strategies for U.S. Citizens Resident in Canada: Tax 101
January 31, 2023 
Join Cooper Xu and Shan Lu for a review of Investing Strategies for U.S. Citizens Resident in Canada.
Topics on the Agenda
- Mutual Funds and Exchange-Traded Funds
- Registered Retirement Savings Plans and Pension Plan
- Tax-Free Savings Account v. Roth Individual Retirement Account
- Canadian v. U.S. Education Savings Plan
- Private Canadian Corporations and Trusts
There will be an opportunity to ask questions at the end of the presentation.
Who should attend
U.S. citizens and green-card holders resident in Canada. Also, those who advise these individuals including accountants, lawyers, investment advisors, financial planners and others.
When
Tuesday, February 14, 2023, 9:00-10:00 AM Pacific Time (U.S. and Canada)
