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October 23: Investment Management and Financial Planning for Americans Abroad
Economics

October 23: Investment Management and Financial Planning for Americans Abroad

13.09.2013 From our online archive
Americans living in the Grand Duchy may benefit from a talk about all things related to investments and financial matters concerning US citizens living abroad.

Americans living in the Grand Duchy may benefit from a talk about all things related to investments and financial planning concerning US citizens living abroad.

The talk will take place during a lunch and is organised by Thun Financial on October 23.

The presentation will be delivered by Thun Financial’ s Founding Partner David Kuenzi, CFP®, and will be followed by questions and answers. Topics to be covered include investing, asset allocation, efficient portfolio construction, cross-border tax strategy, FATCA, financial planning, currency management, selection of financial institutions, strategic use of U.S. retirement accounts (IRAs, 401ks, etc.) and non-U.S. retirement accounts, cross-border estate planning, charitable giving, college savings and more. All of these issues are examined in the context of the unique set of tax, compliance, lifestyle and investing circumstances that affect Americans living abroad.

The lunch is hosted at Le Place d'Armes Hotel in Luxembourg City. It begins at 11.30am with the presentation starting at 12.45. The cost of participation is 30 euros per person. To book your place, email republicans@internet.lu

For more information about the speaker, visit www.thunfinancial.com