Chesterfield Chat: Cross-border Finances
Wed, Oct 27
|Zoom
Talking about money with your kids and teens
Time & Location
Oct 27, 2021, 4:00 PM – 5:00 PM PDT
Zoom
Guests
About the Event
Talking to kids and teens about money is always challenging. But when families also have to navigate US-Canada financial and banking challenges, things can get really complicated!
Join our panellists for tips and strategies on how to get your kids comfortable with financial planning and how to unpack some of the technical challenges of moving money across the border to cover budget needs, Canadian university tuition, or other cross-border family needs.
Our expert panel includes:
, Partner and Certified Financial Planner at Baker Street Advisors -- an Asset and Wealth Management firm in San FranciscoHeather Pelant
Heather works closely with clients on their investment and financial strategies. Prior to joining Baker Street Advisors, Heather served as BlackRock’s Head of Direct and Personal Investing business. She has over 20 years of industry experience with Morgan Stanley and BlackRock in San Francisco, Toronto and Hong Kong. Heather is from British Columbia and…