Financial Planning For Snowbirds (FPS)

CE Finder Tool

Explore courses to fulfill your continuing education requirements.

Get Started

What will you learn about?

  • Residency for US income tax purposes (US tax filing requirements for snowbirds, taxation of rental income from US property)
  • Purchase of US real estate, financial and money management (taxation of US investments, retirement planning issues)
  • US estate planning issues for snowbirds, risk management issues (health, life, long-term care and property insurance)
  • Options available for permanent US residency