Thun Financial Advisors frequently hosts public webinars on issues related to American expatriate investments. We make the information provided in these online presentations available free to the public.
Thun Financial's Q&A devoted to your questions about U.S. expat investing and financial planning.
Tue, Jun 18, 2019 7:00 AM CDT - Check back soon for a replay.
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.
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
U.S. Expats in the U.K. Investment Management and Financial Planning.
Tue, Aug 20, 2019 7:00 AM CDT
David Kuenzi of Thun Financial Advisors presents on integrated Investment Management and Financial Planning specifically for the needs of U.S. Expats in the UK. The presentation focuses on effective portfolio management and financial planning in the context of the complex tax and compliance environment in which Americans in the UK find themselves.
Check out Thun Financial’s YouTube channel.
IRAs, Roth IRAs and Conversion Decisions for Americans Living Abroad
03.26.2019 by Sylvain Michelin, CFA
Sylvain Michelin, CFA of Thun Financial Advisors 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.