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Thun Financial and Reilly Financial Advisors are now Creative Planning International.

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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!

“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 75 countries.