GlobalCitizens CLASSROOM
CLASSROOM
Sure, you'll expand your financial vocabulary. But, more importantly, you'll really understand your money.
Join live interactive zoom sessions (day or evening). Or, go at your own pace with our prerecorded classes.
Always know what's next and feel confident as you take steps toward building your financial plan.
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Ask our experts your own questions and learn from your peers.
Use the Boldin Retirement Planner to build a plan that you feel good about.
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You won't learn the "right" way to manage your finances. We'll help you find your way.
Tune in anytime to our quick Getting Started series, the detailed Setting Up Your Plan course, and the Dive Deeper series.
Find the answers you are looking for on topics like tax planning, portfolio and asset allocation strategies, building your income plan, maximizing benefits, and more.
Global Mobility Playbook
Comprehensive courses and resources to help you navigate international mobility, residency planning, and building your personalized global lifestyle.
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Building Your Global Portfolio
Learn strategies for developing a diversified country portfolio. This course covers how to evaluate multiple residency options, citizenship pathways, and create a personalized roadmap for global mobility.
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Country Compatibility Assessment
Discover methodologies for evaluating which countries align with your lifestyle, goals, and needs. This course teaches you how to use the Mobility Diversification Score and other tools to find your ideal locations.
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Healthcare Planning Abroad
Learn how to maintain quality healthcare coverage while living internationally. This course covers international health insurance options, accessing care in different countries, and planning for healthcare needs abroad.
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Tax Planning for Global Citizens
Understand international tax implications and planning strategies. This course covers tax residency, treaty benefits, reporting requirements, and strategies to optimize your tax situation when living internationally.
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Immigration Fundamentals and Strategies
Master the essential concepts of immigration law and visa strategies. This course covers different visa types, residency pathways, and strategies for navigating immigration requirements across various countries.
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Portfolio and Asset Allocation Strategies
Discover strategies for managing your assets across multiple jurisdictions. This course covers international investment considerations, tax implications, and how to structure your portfolio for global mobility.
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Finding a Mobility Advisor
Learn how to select and work with qualified mobility advisors who can guide your international relocation. This course covers what to look for in advisors, questions to ask, and how to build a productive relationship.
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Cost of Living and Budget Planning
Understand how to plan your finances for international relocation. This course covers budgeting for different countries, cost comparison tools, and financial considerations for living abroad.
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Foundations of Global Mobility
Learn the fundamental concepts of international mobility and how to prepare for your global journey. This course covers the basics of citizenship planning, residency options, and the initial steps toward becoming a global citizen.
Open CourseBuilding Your Global Portfolio
Learn strategies for developing a diversified country portfolio. This course covers how to evaluate multiple residency options, citizenship pathways, and create a personalized roadmap for global mobility.
Open CourseCountry Compatibility Assessment
Discover methodologies for evaluating which countries align with your lifestyle, goals, and needs. This course teaches you how to use the Mobility Diversification Score and other tools to find your ideal locations.
Open CourseHealthcare Planning Abroad
Learn how to maintain quality healthcare coverage while living internationally. This course covers international health insurance options, accessing care in different countries, and planning for healthcare needs abroad.
Open CourseTax Planning for Global Citizens
Understand international tax implications and planning strategies. This course covers tax residency, treaty benefits, reporting requirements, and strategies to optimize your tax situation when living internationally.
Open CourseImmigration Fundamentals and Strategies
Master the essential concepts of immigration law and visa strategies. This course covers different visa types, residency pathways, and strategies for navigating immigration requirements across various countries.
Open CoursePortfolio and Asset Allocation Strategies
Discover strategies for managing your assets across multiple jurisdictions. This course covers international investment considerations, tax implications, and how to structure your portfolio for global mobility.
Open CourseFinding a Mobility Advisor
Learn how to select and work with qualified mobility advisors who can guide your international relocation. This course covers what to look for in advisors, questions to ask, and how to build a productive relationship.
Open CourseCost of Living and Budget Planning
Understand how to plan your finances for international relocation. This course covers budgeting for different countries, cost comparison tools, and financial considerations for living abroad.
Open CourseFoundations of Global Mobility
Learn the fundamental concepts of international mobility and how to prepare for your global journey. This course covers the basics of citizenship planning, residency options, and the initial steps toward becoming a global citizen.
Open CourseBuilding Your Global Portfolio
Learn strategies for developing a diversified country portfolio. This course covers how to evaluate multiple residency options, citizenship pathways, and create a personalized roadmap for global mobility.
Open CourseCountry Compatibility Assessment
Discover methodologies for evaluating which countries align with your lifestyle, goals, and needs. This course teaches you how to use the Mobility Diversification Score and other tools to find your ideal locations.
Open CourseHealthcare Planning Abroad
Learn how to maintain quality healthcare coverage while living internationally. This course covers international health insurance options, accessing care in different countries, and planning for healthcare needs abroad.
Open CourseTax Planning for Global Citizens
Understand international tax implications and planning strategies. This course covers tax residency, treaty benefits, reporting requirements, and strategies to optimize your tax situation when living internationally.
Open CourseImmigration Fundamentals and Strategies
Master the essential concepts of immigration law and visa strategies. This course covers different visa types, residency pathways, and strategies for navigating immigration requirements across various countries.
Open CoursePortfolio and Asset Allocation Strategies
Discover strategies for managing your assets across multiple jurisdictions. This course covers international investment considerations, tax implications, and how to structure your portfolio for global mobility.
Open CourseFinding a Mobility Advisor
Learn how to select and work with qualified mobility advisors who can guide your international relocation. This course covers what to look for in advisors, questions to ask, and how to build a productive relationship.
Open CourseCost of Living and Budget Planning
Understand how to plan your finances for international relocation. This course covers budgeting for different countries, cost comparison tools, and financial considerations for living abroad.
Open CourseFoundations of Global Mobility
Learn the fundamental concepts of international mobility and how to prepare for your global journey. This course covers the basics of citizenship planning, residency options, and the initial steps toward becoming a global citizen.
Open CourseBuilding Your Global Portfolio
Learn strategies for developing a diversified country portfolio. This course covers how to evaluate multiple residency options, citizenship pathways, and create a personalized roadmap for global mobility.
Open CourseCountry Compatibility Assessment
Discover methodologies for evaluating which countries align with your lifestyle, goals, and needs. This course teaches you how to use the Mobility Diversification Score and other tools to find your ideal locations.
Open CourseHealthcare Planning Abroad
Learn how to maintain quality healthcare coverage while living internationally. This course covers international health insurance options, accessing care in different countries, and planning for healthcare needs abroad.
Open CourseTax Planning for Global Citizens
Understand international tax implications and planning strategies. This course covers tax residency, treaty benefits, reporting requirements, and strategies to optimize your tax situation when living internationally.
Open CourseImmigration Fundamentals and Strategies
Master the essential concepts of immigration law and visa strategies. This course covers different visa types, residency pathways, and strategies for navigating immigration requirements across various countries.
Open CoursePortfolio and Asset Allocation Strategies
Discover strategies for managing your assets across multiple jurisdictions. This course covers international investment considerations, tax implications, and how to structure your portfolio for global mobility.
Open CourseFinding a Mobility Advisor
Learn how to select and work with qualified mobility advisors who can guide your international relocation. This course covers what to look for in advisors, questions to ask, and how to build a productive relationship.
Open CourseCost of Living and Budget Planning
Understand how to plan your finances for international relocation. This course covers budgeting for different countries, cost comparison tools, and financial considerations for living abroad.
Open CourseFoundations of Global Mobility
Learn the fundamental concepts of international mobility and how to prepare for your global journey. This course covers the basics of citizenship planning, residency options, and the initial steps toward becoming a global citizen.
Open CourseBuilding Your Global Portfolio
Learn strategies for developing a diversified country portfolio. This course covers how to evaluate multiple residency options, citizenship pathways, and create a personalized roadmap for global mobility.
Open CourseCountry Compatibility Assessment
Discover methodologies for evaluating which countries align with your lifestyle, goals, and needs. This course teaches you how to use the Mobility Diversification Score and other tools to find your ideal locations.
Open CourseHealthcare Planning Abroad
Learn how to maintain quality healthcare coverage while living internationally. This course covers international health insurance options, accessing care in different countries, and planning for healthcare needs abroad.
Open CourseTax Planning for Global Citizens
Understand international tax implications and planning strategies. This course covers tax residency, treaty benefits, reporting requirements, and strategies to optimize your tax situation when living internationally.
Open CourseImmigration Fundamentals and Strategies
Master the essential concepts of immigration law and visa strategies. This course covers different visa types, residency pathways, and strategies for navigating immigration requirements across various countries.
Open CoursePortfolio and Asset Allocation Strategies
Discover strategies for managing your assets across multiple jurisdictions. This course covers international investment considerations, tax implications, and how to structure your portfolio for global mobility.
Open CourseFinding a Mobility Advisor
Learn how to select and work with qualified mobility advisors who can guide your international relocation. This course covers what to look for in advisors, questions to ask, and how to build a productive relationship.
Open CourseCost of Living and Budget Planning
Understand how to plan your finances for international relocation. This course covers budgeting for different countries, cost comparison tools, and financial considerations for living abroad.
Open CourseFoundations of Global Mobility
Learn the fundamental concepts of international mobility and how to prepare for your global journey. This course covers the basics of citizenship planning, residency options, and the initial steps toward becoming a global citizen.
Open CourseLIVE SESSIONS
Join these Q&A sessions to learn from the Boldin team and your peers.
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LIVE SESSIONS
Join these Q&A sessions to learn from the Boldin team and your peers.
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Introduction to Residency Planning
- Overview of international residency
- MobilityMatch Assessment introduction
- Goals and motivations for international living
Cost of Living Essentials
- Calculating and comparing living costs globally
- Budget planning for international moves
Understanding Residency Types
- Temporary vs. permanent residency
- Residency vs. citizenship
- Visa requirements basics
Healthcare and Safety Abroad.
- Global healthcare options and quality assessment
- Safety and public security considerations
LIVE SESSIONS
Join these Q&A sessions to learn from the Boldin team and your peers.
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Mobility Match & Country Compatibility
- Using MobilityMatch to identify ideal countries
- Evaluating country compatibility factors
Residency Application Preparation
- Document preparation and storage
- Activation windows and managing deadlines
Financial Planning for Residency
- Taxation and property investment considerations
- Income planning for residency approval
Mobility Asset Snapshot Deep Dive
- Detailed overview of Mobility Asset Snapshots
- Country-specific risk profiles and MAX Index
LIVE SESSIONS
Join these Q&A sessions to learn from the Boldin team and your peers.
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Optimizing Your Residency Portfolio
- Diversifying mobility assets
- Maximizing residency allocations
Residency Approval & Relocation
- Steps to ensure smooth residency approval - Strategic planning for relocation
Perm. Residency and Citizenship Pathways
- Renewals, permanent residency, and naturalization
- Leveraging residency for citizenship
Interactive Planning Tools Workshop
- Hands-on exercises with calculators and interactive tools
- Personalized PassportFolio creation
ADVISED
5,000+
American Families
ON
233
International Residency / Citizenship Programs
IN
100
Countries
ON
5
Continents
POWERED BY
1
Platform
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