MQ Partner Jane Mepham recently presented at XYPN LIVE 2025, sharing her expertise on a topic with growing relevance: the intersection of immigration and financial planning.
In her session, Jane offered actionable strategies for foreign nationals on non-immigrant work visas (H-1B, TN, E-3, L-1, O-1), helping advisors better understand the unique planning challenges these clients face. From building emergency funds to navigating international tax requirements and estate planning, Jane emphasized proactive preparation and steady guidance through uncertainty.
Her presentation is a powerful reminder of how life-centered planning can provide not just financial clarity but peace of mind, especially for clients navigating complex legal and personal transitions.