Company Logo
Webinar, Tuesday, April 11, 2017 (see times below)
Using 2017 and Beyond a Springboard to Your Financial Future
This Webinar for Americans abroad will cover expat investment management and financial planning.
Successful investing for Americans abroad has been complicated in recent years by the introduction of stringent new cross-border tax and reporting rules, epitomized by FATCA. This webinar provides detailed analysis of the challenges facing American investors and puts forth an approach to efficient, compliant long-term wealth management and financial planning for Americans expatriates.

 

Making Your Years Abroad a Springboard to a Secure Financial Future

  • Use of retirement accounts both in the US and Abroad (IRAs, 401ks, Foreign Pensions, etc.)
  • Investing Strategies, Asset Allocation
  • Tax planning, FATCA, co-reporting funds and tax compliance
  • Cross-border estate planning
  • College savings plans in the U.S.
  • Charitable giving
  • Currency management 
 
 
 The Webinar will take place at the following local times on April 11, 2017:

Please note this is a Tuesday and not a Thursday as noted in the email. 

1:00 pm London || 9:00 am Sao Paulo

2:00 pm Zurich || 8:00 pm Hong Kong

3:00 pm Moscow || 8:00 pm Singapore

4:00 pm UAE || 9:00 pm Tokyo  

8:00 am New York || 7:00 am Madison

Sign Up Today