Currency Risk and Investing for U.S. Expats Live Webinar
Tue, Jul 9, 2019 7:00 AM CDT
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.
In the context of currency risk and investing, topics covered will include:
- Exchange Rate Volatility
- Investment Portfolios
- Tax Reporting
- Financial Planning
More information about our interactive webinars can be found on our webinar page or on our channel.
Whether advising Americans abroad or expats in the United States, we provide an integrated service that encompasses:
American Expat Investment Guide
This report identifies key issues that confront almost all expatriate Americans when it comes to investing and managing their finances.
Topics addressed include:
- Where to maintain banking and investment accounts
- Currency exposure and global investing
- Implications of FATCA (Foreign Account Tax Compliance Act)
- Portfolio construction
- Retirement planning
- Cross-border families
- Finding the right investment advice