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PFPI40A Cross-Border Issues: Return from the United States - Virtual Class 1 and 2


Your clients spent part of their careers in the United States. They now live in Québec, where they plan to remain for their retirement, other than a few months in winter. They are considering buying a property in Florida. They are wondering how to use the assets they accumulated south of the border for their retirement and how to avoid leaving headaches behind when they die. Between the IRA, 401(k)s and Social Security, they’re at their wit’s end and have come to you for your opinion.

By the end of this training activity, you will be able to:

  • Describe the main accumulation regimes for US salary earners and understand the issues encountered when using them in Canada
  • Explain the many consequences of owning real estate in the US
  • Tell your clients the advantages and disadvantages of various disbursement methods for all the financial planning situations

Special attention will be paid to the aspects of estate planning in the United States that can affect Canadian residents.


This training activity is a four-part process. It includes two asynchronous preparatory assignments and two live virtual classes, led by an instructor.

These are the steps of the process:





Preparatory assignment 1, with readings and a quiz

To come*


Must be successfully completed before Virtual Class 1.

Virtual Class 1, led by an instructor

3 h



Preparatory assignment 2, with readings and a quiz

To come*


Will be available after Virtual Class 1. Must be successfully completed before Virtual Class 2.

Virtual Class 2, led by an instructor

3 h



*The time required for the preparatory assignments will be communicated to you later. The total time for both preparatory assignments will be no more than two hours.

To earn the 8 PDUs, you must complete all steps of the process. You will have to take the two virtual classes on the dates determined when you register. No subsequent date changes are possible.

  • Durée : 3.00 heure(s)
  • UFC : 3.0 PFPI
  • Conférencier(s) : Salomon Gamache Salomon Gamache
  • Langue du cours : Anglais
  • Nombre de places disponibles : 66


Date Heure de début Heure de fin Lieu Salle
26 septembre 2023 09:00 12:00 Classe virtuelle
3 octobre 2023 09:00 12:00 Classe virtuelle