Wealth management strategies for Americans living abroad
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21Jan
2025
2025
Wealth Management Strategies for Americans Living Abroad
Are you an American expat looking to simplify and optimize your cross-border financial planning?
Look no further! Our expert speaker Brett Spencer will share insights and strategies on how best to position your finances, from a cross-border perspective.
You’ll be pleased with some of the amazing tips & tricks and regulations you can take advantage of to maximize your financial situation and save money. Being an expat can be complicated, but with financial planning expertise, it doesn’t have to be!
During this informative session, we’ll cover a range of important topics, including:
- Investment accounts and options
- Retirement accounts
- Real estate considerations
- Protecting your assets
- Family planning (think cross-border marriage or inheritance issues)
- Wealth Management Strategies for Americans Living Abroad
- Tax-efficient strategies for optimized tax planning
- Tips & Tricks
With so much to learn and gain from this webinar, you won’t want to miss it! Register today to secure your spot.
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About the speaker
Impact Financial (IF) is a US based wealth management firm that specializes in serving American expats. IF offers comprehensive cross-border financial planning, investment management and US tax preparation services. IF also works with a network of international tax advisors to offer coordinated, cross-border tax planning. IF is here to help optimize all of your cross-border financial complexities.