Thun Financial Advisors frequently hosts public webinars on issues related to American expatriate investment issues. We make the information provided in these online presentations available free to the public. We also host private – invite only webinars.
Contact us with questions about any of the material or if you would like to learn more about our financial advisor services for U.S. Citizens Living Abroad.
November 6th, 2018, by Keith Poniewaz
Kieth Poniewaz of Thun Financial will address when the Roth conversion might make sense for American investors (especially in light of recent changes to the US tax code) and the tax and financial planning considerations of such a conversion. This webinar is interactive, and after a 25-minute presentation, there will be a Q&A session with Kieth.
Key Estate Planning Concepts and Issues for U.S. Expats and Cross-Border Families
10.11.2018 by Stanton Farmer
Stanton Farmer of Thun Financial Advisors presents on the complex issues regarding estate planning when Americans and mixed nationality families own assets across borders.
Currency Risk and Investing for US Expats, Thun Financial Advisors
07.31.2018 by David Kuenzi
David Kuenzi of Thun Financial Advisors discusses how to integrate currency risk management into a rational investment and financial planning strategy for Americans abroad and families who live across borders and must plan their finances in more than one currency or tax system.
US Expat Investing: Case Studies in Financial Planning for Mixed Nationality Couples
05.24.2018 by Stanton Farmer
Stanton Farmer of Thun Financial addresses the special planning and investing issues that affect couples where one spouse is a US person and one is not. Issues covered include gifting, estate planning, ownership of assets, implications for children, income planning, tax planning and choice of domicile. The discussion will be relevant for couples inside as well as outside the U.S.