Free Online Events

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

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: June 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

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Mark Mason

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