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Watch Creative Planning International Webinars

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

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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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 more than 65 countries.