Successful investing for Americans abroad has been complicated in recent years by the tax and regulatory implications of FATCA. This live webinar provides a detailed analysis of the challenges facing American investors and puts forth our approach to efficient, compliant, long-term wealth management and financial planning for American expatriates.
Please join us on November 5, at 7 a.m. Chicago time, for our U.S. Expat Investment Management and Financial Planning webinar by following this link:
Topics include, but not limited to:
Use of retirement accounts both in the U.S. and abroad (IRAs, 401(k)s, foreign pensions, etc.)
Investing strategies, asset allocation
Tax planning across multiple jurisdictions
Impact of FATCA, U.S. citizenship-based taxation and other regulations
Cross-border estate planning
College savings plans in the U.S.
If you would like to know more, please visit us at www.thunfinancial.com
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