Financial Do's and Don'ts for Americans Abroad
From our series: Working with US Citizens Abroad and Expats in the US (Webinar 4 of 4)

Sep 28, 2021 (150 Seats)

01:00 PM PT / 4:00 PM ET

The Global Financial Planning Institute invites you to join us on Tuesday, Sept 28th at 1:00 PM PST / 4:00PM EST for a Zoom Webinar entitled 'Financial Do's and Don'ts for Americans Abroad.'

Some of Do's for the American abroad that will be explored in the webinar include:


-Investments
-Term Life insurance
-Tax deductible retirement accounts
-US Tax returns & Informational Filings

Some of the Don'ts for the American abroad that Ashley will expand upon include:


-Make poor immigration planning choices
-Not properly report on foreign assets
-Invest abroad in managed funds or ETFs
-Make long term financial commitments while uncertain about one's domicile
-Hold cash value life insurance
-Cash out your retirement plan prior retirement age
-529's / HSA's

And lastly, some of the 'depends' topics he'll look at include:


-Equity Compensation
-Keeping the majority of your investable assets in the U.S.

Webinar Series Registration:

Choose the webinars of your interest:

Coming up in September:
🌎Master Class in US Inbound/Outbound Financial Planning

10-Lesson course where a group of international financial professionals teach the cross-border considerations needed to work with clients from international backgrounds living in the US or Americans abroad.

 
 

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