Free Online Events

This page was updated by Mark Mason to provide the title and date of the most recently announced webinar.

Bogleheads Speaker Series on preparing for college

Presented by: Boglehead Speaker Series

Description: New York Times financial columnist and author Ron Lieber’s new book, The Price You Pay for College, provides a roadmap to help families navigate the often difficult and confusing journey of preparing for college. In this discussion with Rick Ferri, Ron will touch on the most important college-planning topics, from choosing the right school to figuring out the right ways to save, borrow, and bargain for a better deal.

Info / Registration: Click here for more information and to register for this free webinar.

When: June 5, 2021

American Expat College Savings and 529 Plans

Presented by: Thun Financial Advisors
Description:

  • Saving for College Overview
  • 529 Educational Savings Plans
  • Unique Circumstances for American Expats
  • College Savings as Part of Financial Planning

Info / Registration: Click here for more information and to register for this free Thun webinar. You can also view many past webinars by Thun.
When: April 1, 2021

Retiremeet

Join hundreds of people for this live, FREE, online retirement planning event.

Presented by: Vestory

Featured speakers: David Booth (Dimensional Fund Advisors Founder and Chairman), Don McDonald (Money Radio and Podcast Host. Vestory Founder), Paul Merriman (Financial Author, Podcast Host, and Speaker), Tom Cock (Money Radio and Podcast Host. Vestory Founder), Herb Weisbaum (The Consumerman) and Rick Gregorek (Legal Radio Host and Elder Law Attorney).

Info / Registration: Click here for more information and to register for this free webinar presented by Vestory an Apella Capital Partner.
When: February 20, 2021

The PFIC Problem and U.S. Expat Investment Management

Presented by: Thun Financial Advisors
Description:

  • How to recognize a PFIC and where you may already own them
  • The three very different ways income from a PFIC can be taxed
  • How you must report PFICs on your U.S. tax return
  • Next steps, options, and caveats
  • Etc.

Info / Registration: Click here for more information and to register for this free Thun webinar. You can also view many past webinars by Thun.
When: February 18, 2021

US Expat Account Closures and Restrictions

Presented by: Thun Financial Advisors
Description:

  • New brokerage account restrictions for American expats
  • Restrictions on U.S. mutual funds
  • EU restrictions on U.S. mutual funds and ETFs
  • Compliance and regulation of cross-border account holders
  • Ways to avoid or limit account closure and restriction issues for U.S. investors abroad
  • Etc.

Info / Registration: Click here for more information and to register for this free Thun webinar. You can also view many past webinars by Thun.
When: November 10, 2020



How to navigate travel changes and cancellations

Presented by: TPG (The Points Guy)
Description: Learn how to navigate travel changes and cancellations on the next ‘TPG Talks’ episode
Info / Registration: Click here
When: May 15, 2020


The Ultimate Buy and Hold Strategy

Speakers: Paul Merriman & Chris Pedersen

Presented by: AAII San Diego

Description: Investing has never been simpler. Target-date funds, index funds and robo-investing take most of the guesswork out of the investment process. As simple as investing has become, there is still a manageable handful of decisions that can mean millions of dollars of additional money to be spent or left to others. In this presentation, Paul Merriman and Chris Pedersen will address the two best buy and hold strategies they know, including 2 Funds for Life, the Ultimate Buy and Hold Strategy and 12 million-dollar investment decisions.

Follow these links for more information or to register.

May 9, 2020!!!


Past webinars featured on Vagabond Finances:

Thun Financial Advisors offers many of their previous webinars here.

Investment Management and Financial Planning for Americans Abroad

Thun Financial Advisors presents this live webinar providing a detailed analysis of the challenges facing American investors. It will cover issues such as:

  • Assessing investment risk given the COVID economic crisis
  • 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.
  • Charitable giving
  • Currency management

Click here for more information and to register for this free Thun webinar.

Key Estate Planning Concepts and Issues for U.S. Expats & Cross-Border Families

Stanton Farmer of Thun Financial Advisors presents on the complex issues regarding estate planning when Americans and mixed nationality families own assets across borders. This webinar will help Americans abroad understand these complexities from a financial planning perspective by covering…

September 24, 2019

Currency Risk and Investing for U.S. Expats Live Webinar

David Kuenzi of Thun Financial Advisors discusses how to integrate currency risk management into a rational investment and financial planning strategy for Americans abroad and families who live across borders and must plan their finances in more than one currency or tax system.

July 9, 2019

Estate Planning & Cross-Border Families

Stanton Farmer of Thun Financial Advisors presents on the complex issues regarding estate planning when Americans and mixed nationality families own assets across borders.

Thursday, February 28, 2019 at 7 AM – 9 AM CST

US Expat Investment Management and Financial Planning

David Kuenzi of Thun Financial Advisors presents on Thun Financial’s approach to integrated Investment Management and Financial Planning specifically for the needs of U.S. expats.

Tuesday, January 15, 2019

Questions about Investment Management and Financial Planning for Americans Abroad

David Kuenzi writes by email:

Dear Mark [and all Vagabonds are welcome!],

We consistently receive feedback that the Q&A session is among the most useful aspects of our webinars. Therefore, we will host a webinar that is completely devoted to your questions about U.S. expat investing and financial planning. All Thun advisors will be available on the webinar and will field questions in their respective areas of expertise.

  • November 27, 2018: Thun Financial Advisors Respond to Questions about Investment Management and Financial Planning for Americans Abroad

Mark Mason

Missions is my calling. Finances is my hobby. Helping you is my pleasure. "Mark" is my ultra-ego.