UPCOMING webinar
U.S. Expat Account Closure Crisis
sEPTEMBER 6, 2022 by David Kuenzi, CFP® and PETER SENGELMANN, MBA, CFa®
Americans abroad are being informed by U.S. banks and brokerage firms with increasing frequency that their accounts have been restricted or even closed due to their status as non-U.S. residents. This webinar suggests strategies to overcome this limitation and tips on successful expat investing and financial planning.
- New brokerage account restrictions for American expats
- Non-U.S. residents and mutual funds
- EU restrictions on U.S. mutual funds and ETFs
- Using a U.S. address abroad vs. using a local address
UPCOMING webinar
Currency Management for Americans Abroad
october 20, 2022 by
David Kuenzi, CFP® and PETER SENGELMANN, MBA, CFa®
In this webinar, we lay out a framework for Americans abroad to invest effectively while mitigating the risk that volatile exchange rates will upend their long-term financial goals.
In the context of currency risk and investing, topics covered include:
- Exchange rate volatility
- Investment portfolios
- Inflation/deflation
- Matching currency of income and expenses
- Tax reporting
- Financial planning
