UPCOMING webinar
Investment Management and Financial Planning for Americans Abroad
December 6, 2022 by David Kuenzi, CFP® and PETER SENGELMANN, MBA, CFA®
In Creative Planning International’s last webinar of the year, we present our approach to integrated investment management and financial planning specifically for U.S. expats. Topics will include:
- Maintaining U.S. investment accounts
- Expat financial planning and tax strategy questions
- U.S. and foreign treatment of IRAs, 401(k)s and other U.S. retirement accounts
- Investing strategies and asset allocation in a cross-border environment
- Currency management
- Problems with investing in non-U.S. mutual funds (PFICs)
- Planning for mixed-nationality families (those with U.S. and non-U.S. citizens)
- Retiring abroad
- College savings
- Charitable giving
- Many more related topics!
