Recent and upcoming webinars


Key Estate Planning Concepts and Issues for U.S. Expats & Cross-Border Families
Thu, October 28 by David Kuenzi, CFP® and Roger Healy, CFP®

David Kuenzi, CFP® and Roger Healy, CFP® of Thun Financial a Division of Creative Planning present on the complex issues regarding estate planning when Americans and mixed nationality families own assets across borders. This webinar will help Americans abroad understand these complexities from a financial planning perspective by covering:

  • Update on Proposed U.S. Estate Tax Changes
  • International Probate Issues
  • U.S. and Foreign Gift, Estate and Inheritance Tax Issues
  • Tax Treaties and Foreign Tax Credits
  • Gifts/Inheritances from Foreigners
  • Mixed Nationality Family Estate Planning
  • Estate Planning Strategies, Tools and Their Portability
  • Cross-Border Portfolio Optimization

IRAs and Roth IRAs for Americans Abroad Webinar
09.14.2021 by Kathleen Kaffer, JD and Jake Mongler, CFP®

In this webinar, Thun Financial, a Division of Creative Planning, will discuss IRAs, Roth IRAs and address when the Roth conversion might make sense for American investors (especially in light of recent changes to the U.S. tax code) and the tax and financial planning considerations of such a conversion.

Topics will include but not limited to:

  • Differences Between the Roth and the Traditional IRAs
  • Eligibility and Contribution Decisions for U.S. Expats
  • The Mechanics and Tax Reporting of Roth Conversion
  • Special Considerations for Americans Abroad

Currency Management for Americans Abroad Webinar
08.17.2021 by David Kuenzi, CFP®

In this webinar, Thun Financial, a Division of Creative Planning, lays out a framework for Americans abroad to invest effectively while at the same time mitigating the risk that volatile exchange rates will upend long-term financial goals.

In the context of currency risk and investing, topics covered include:

  • Exchange Rate Volatility
  • Investment Portfolios
  • Inflation / Deflation
  • Matching Currency of Income and Expenses
  • Tax Reporting
  • Financial Planning

The Account Closure Crisis for Americans Abroad
07.08.2021 by David Kuenzi, CFP® and Peter Sengelmann, CFA®

Americans abroad are being informed by U.S. banks and brokerage firms with increasing frequency that their accounts have been restricted or even closed due to their status as non-U.S. residents. This webinar suggest strategies to overcome this limitation and tips on successful expat investing and financial planning.

Topics Covered Include:

  • New brokerage account restrictions for American expats
  • Restrictions on U.S. mutual funds
  • EU restrictions on U.S. mutual funds and ETFs
  • Announcement by Wells Fargo of closure of all non-US resident accounts (our article)
  • Compliance and regulation of cross-border account holders
  • Ways to avoid or limit account closure and restriction issues for U.S. investors abroad
  • Successful expat investing

American Expat College Savings and 529 Plans Webinar
04.01.2021 by Kathleen Kaffer, JD and Jake Mongler, MBA

Saving enough for college and other educational needs is one of the biggest financial planning concerns families have. During this live webinar, Kathleen Kaffer, JD and Jake Mongler, MBA of Thun Financial, a division of Creative Planning, will discuss your options and the unique considerations that Americans abroad need to be aware of. Oftentimes, the common choice of a 529 plan can be counter-productive for expats. Please join us to ensure you understand the best solution for your family.
American Expat College Savings and 529 Plans:

  • Saving for College Overview
  • 529 Educational Savings Plans
  • Unique Circumstances for American Expats
  • College Savings as Part of Financial Planning


Check out Thun Financial’s YouTube channel.


Older presentations:

Key Estate Planning Concepts and Issues for U.S. Expats & Cross-Border Families Webinar
03.09.2021 by Roger Healy, CFP®

Roger Healy, CFP® , MBA of Thun Financial, a division of Creative Planning, will present on estate planning for U.S. expatriates and multi-national families in a cross-border world. Focused on Americans abroad we will review the following complex issues:

  • Estate Planning Goals
  • Multi-National Estate Planning
  • Probate, Trusts, Foundations, & Other Devices
  • Transfer (Estate, Inheritance and Gift) Taxes
  • Tax Treaties and Credits
  • Multi-National Investment Management


The PFIC Problem and U.S. Expat Investment Management (Passive Foreign Investment Company)
02.18.2021 by David Kuenzi, CFP® and Roger Healy, CFP®

Roger Healy, CFP®, MBA of Thun Financial, a division of Creative Planning, will present a detailed explanation of the Passive Foreign Investment Company regime and how it specifically impacts U.S. Expats.
Roger will explain:

  • How to recognize a PFIC and where you may already own them
  • The three very different ways income from a PFIC’s can be taxed
    • Qualified Electing Funds
    • Mark-To-Market
    • §1291 (Default) Treatment
  • How you must report PFICs on your US tax return
  • Next steps, options, and caveats


Investment Management and Financial Planning for Americans Abroad
02.02.2021 by David Kuenzi, CFP® and Peter Sengelmann, CFA®

David Kuenzi, CFP® and Peter Sengelmann, CFA® of Thun Financial, a division of Creative Planning, will present on our approach to integrated Investment Management and Financial Planning specifically for the needs of U.S. Expats.
Topics will include, but not limited to:

  • Maintaining U.S. investment accounts
  • Expat financial planning and tax strategy questions
  • U.S. and foreign treatment of IRAs, 401(k)s and other U.S. retirement accounts
  • Investing strategies and asset allocation in the cross-border environment
  • Currency management
  • Problems with investing in non-U.S. mutual funds (PFICs)
  • Planning for mixed-nationality and families with U.S. and non-U.S. citizens
  • Retiring abroad
  • College savings
  • Charitable giving
  • And many more related topics!

Open, All Thun Advisor, Question and Answer Webinar
12.01.2020 by Thun Team

We consistently receive feedback that the Q&A session is among the most useful aspects of our webinars. Therefore, we will host a webinar that is completely devoted to your questions about U.S. expat investing and financial planning. All Thun Advisors will be available on the webinar and will field questions in their respective areas of expertise.

If you have a question you would like to submit ahead of the webinar, please pose your question by filling out Contact Us form.

Topics covered may include (but are not limited to):

  • Any of our publications or research
  • Expat financial planning and tax strategy questions
  • U.S. and foreign treatment of IRAs, 401(k)s and other U.S. retirement accounts
  • Asset allocation
  • Saving for retirement
  • College savings
  • U.S. Social Security
  • ETFs, mutual funds, individual stocks and bonds – what makes sense to use
  • Maintaining U.S. investment accounts
  • Compliance and tax reporting strategy
  • Finding competent tax preparers and lawyers
  • Life insurance for U.S. expats
  • Retiring abroad
  • Currency management and investing
  • Wills and cross-border estate planning issues
  • Planning for mixed-nationality and families with U.S. and non-U.S. citizens
  • Reporting non-U.S. pension for U.S. tax purposes
  • Problems with investing in non-U.S. mutual funds (PFICs)
  • Foreign trusts
  • Country-specific issues
  • Tax treaties
  • And many more related topics!

Additional American Expat Investing Information


For more detailed discussions of topics covered in Webinars, there is information located in our Guide to Investing and Financial Planning for Americans Living Abroad,  Guide to Investing and Financial Planning for Americans Retiring Abroad, and the Thun Research page.

More topics relevant to American expats will be discussed in upcoming webinars and presentations. Please contact us to sign up for a newsletter that will provide alerts to upcoming events.