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Watch Creative Planning International Webinars

webinar

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

Jun 7, 2022 by David Kuenzi, CFP® and Roger Healy, CFP®

David Kuenzi, CFP® and Roger Healy, CFP® of Creative Planning International present 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:

  • Update on Proposed U.S. Estate Tax Changes
  • International Probate Issues
  • U.S. and Foreign Gift, Estate and Inheritance Tax Issues
  • Tax Treaties and Foreign Tax Credits
  • Gifts/Inheritances from Foreigners
  • Mixed Nationality Family Estate Planning
  • Estate Planning Strategies, Tools and Their Portability
  • Cross-Border Portfolio Optimizatio

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Investment Management and Financial Planning for Americans Abroad Webinar

Thu, March 03, 2022 by David Kuenzi, CFP® and Peter Sengelmann, CFA®.

David Kuenzi, CFP® and Peter Sengelmann, CFA® will present on our approach to integrated Investment Management and Financial Planning specifically for the needs of U.S. Expats. Topics will include, but not limited to:

  • 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 the cross-border environment
  • Currency management
  • Problems with investing in non-U.S. mutual funds (PFICs)
  • Planning for mixed-nationality and families with U.S. and non-U.S. citizens
  • Retiring abroad
  • College savings
  • Charitable giving
  • And many more related topics!

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IRAs and Roth IRAs for Americans Abroad Webinar

Sep 14, 2021 by Kathleen Kaffer, JD and Jake Mongler, CFP®

In this webinar we will discuss IRAs, Roth IRAs and address when the Roth conversion might make sense for American investors (especially in light of recent changes to the U.S. tax code) and the tax and financial planning considerations of such a conversion. Topics will include but not limited to:

  • Differences Between the Roth and the Traditional IRAs
  • Eligibility and Contribution Decisions for U.S. Expats
  • The Mechanics and Tax Reporting of Roth Conversion
  • Special Considerations for Americans Abroad

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Currency Management for Americans Abroad Webinar

Aug 17, 2021 by David Kuenzi, CFP®

In this webinar we lay out a framework for Americans abroad to invest effectively while at the same time mitigating the risk that volatile exchange rates will upend 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

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The Account Closure Crisis for Americans Abroad

July 08, 2021 by David Kuenzi, CFP® and Peter Sengelmann, 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.

Topics Covered Include:

  • New brokerage account restrictions for American expats
  • Non-U.S. residents and mutual funds
  • EU restrictions on U.S. mutual funds and ETF
  • Using a U.S. address abroad vs using a local address
  • Successful expat investing

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American Expat College Savings and 529 Plans Webinar

April 01, 2021 by Kathleen Kaffer, JD and Jake Mongler, CFP®

Saving enough for college and other educational needs is one of the biggest financial planning concerns families have. During this live webinar, Kathleen Kaffer, JD and Jake Mongler, CFP® of Creative Planning, will discuss your options and the unique considerations that Americans abroad need to be aware of. Oftentimes, the common choice of a 529 plan can be counter-productive for expats. Please join us to ensure you understand the best solution for your family.

American Expat College Savings and 529 Plans:

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

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

#1 Ranking

RIA Channel®’s List of Top 100 Wealth Managers (2020)*

$225 Billion

Combined assets under management & advisement as of December 31, 2021

Serving Americans abroad and cross-border families in over 50 countries.