Watch our webinars on-demand:

 

Open Webinars:

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Open Webinar:
Mexico Financial Planning: Assumptions: The Bane of Our (International) Experience.

In this webinar, Raoul Rodriguez of Congress Wealth Management, CFP®, EA uses Mexico to show in practical examples, why we need to question everything when planning for clients with Mexico issues.

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Open Webinar:
How to Invest for the American Abroad

  • Understand the restrictions that prevent Americans abroad from investing in local, non-U.S. mutual funds/ ETFs

  • Identify the investment alternatives available for these clients

  • Learn which custodians are suited

  • Understand the compliance considerations you need to be mindful of

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Open Webinar:
Financial Planning Considerations for Mixed Nationality Couples

In this webinar , we discuss the issues facing mixed nationality couples where one spouse or partner is a U.S. person (citizen or green card holder) and the other spouse or partner is a non-U.S. tax resident (a/k/a “nonresident alien”).

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Open Webinar:
The Advisor's Guide to Social Security for International and Cross Border Clients

In this webinar , we discuss the issues facing mixed nationality couples where one spouse or partner is a U.S. person (citizen or green card holder) and the other spouse or partner is a non-U.S. tax resident (a/k/a “nonresident alien”).

 

Private Webinars:

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Private Webinar:
Tax and Investment Restrictions that Affect American Citizens Abroad

US citizens are subject to taxation on their worldwide income regardless of where they live. For those living outside of the US, this usually means that they are considered tax residents of at least two countries simultaneously.