Upcoming webinars:


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Check out Thun Financial’s YouTube channel.



Past presentations


American Expat College Savings and 529 Plans Webinar
6.10.2020 by Jake Mongler and Kathleen  Kaffer

Saving enough for college and other educational needs is one of the biggest financial planning concerns families have. During this live webinar, Kathleen Kaffer and Jake Mongler of Thun Financial 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.

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

US Expat Account Closures and Restrictions Webinar
2.20.2020 by David Kuenzi

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 residency outside the U.S. This webinar reviews the changing regulatory environment in the U.S. and around the world that is driving banks and brokerage firms to abandon U.S. expats and others with U.S. financial accounts. We also share strategies that can be used to keep U.S. accounts open and limit restrictions on investment options.

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
  • 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
  • US-UK cross-border estate planning

US Expat Investment Management and Financial Planning Webinar
11.05.2019 by David Kuenzi

Successful investing for Americans abroad has been complicated in recent years by the tax and regulatory implications of FATCA. This live webinar provides a detailed analysis of the challenges facing American investors and puts forth our approach to efficient, compliant, long-term wealth management and financial planning for American expatriates.

  • Use of retirement accounts both in the U.S. and abroad (IRAs, 401(k)s, foreign pensions, etc.)
  • Investing strategies, asset allocation
  • Tax planning across multiple jurisdictions
  • Impact of FATCA, U.S. citizenship-based taxation and other regulations
  • Cross-border estate planning
  • College savings plans in the U.S.
  • Charitable giving
  • Currency management

US Brokers Closing American Expat Accounts Webinar
10.15.2019 by David Kuenzi

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 suggests strategies to overcome this limitation and tips on successful expat investing and financial planning. Topics Covered Include:

  • New brokerage account restrictions for American expats
  • Non-U.S. residents and mutual funds
  • EU restrictions on U.S. mutual funds and ETF
  • Using a U.S. address abroad vs using a local address
  • Successful expat investing

U.S. Expats in the U.K. Investment Management and Financial Planning
08.20.2019 by David Kuenzi

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.

  • Use of retirement accounts in the US and UK (IRAs, 401(k)s, UK pensions, SIPPs, ISAs, etc.)
  • Interaction between the US and UK tax codes
  • Investing strategies and asset allocation in the cross-border environment
  • Currency management
  • Avoiding US PFIC/UK reporting/non-reporting fund tax trap
  • Impact of UK residency and domicile rules and recent UK policy changes
  • US-UK cross-border estate planning
  • Impact of US-UK double tax and estate/inheritance tax treaties
  • College savings
  • Charitable giving

Currency Risk and Investing for U.S. Expats Webinar
07.09.2019 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.

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

  • Exchange Rate Volatility
  • Investment Portfolios
  • Inflation/Deflation
  • Expenses
  • Tax Reporting
  • Financial Planning

Thun Financial’s Q&A devoted to your questions about U.S. expat investing and financial planning. 
06.18.2019 by Thun Financial’s 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.


Thun Financial’s Q&A devoted to your questions about U.S. expat investing and financial planning
11.27.2018 by the Thun Financial 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.

Click here to watch this replay.


FATCA Webinar for American Investors Abroad October, 2012 by David Kuenzi

This presentation outlines the effects of the Foreign Account Tax Complianec Act (FATCA) on American expats. Specifically, an outline of key FATCA provisions and investment implications is discussed. It also provides an extensive discussion of how an Americans living abroad should adjust their investment strategy in light of FATCA and how to deal with foreign financial institutions closing bank accounts of U.S. citizens around the world.


Tax Reform for American Expat Investor Webinar December 2017 by David Kuenzi

The latest webinar by Thun Financial Advisors covering implications for Americans abroad of 2017 tax reform.


Expat Brokerage Account Closures in U.S. November 2016 by David Kuenzi

This webinar was presented to research on why American brokers such as Merrill Lynch, USAA, Fidelity, and others are closing the accounts of American expats who are no longer resident within the United States.


U.S. Expat Investment Implications of ObamaCare in 2014 March 2014 by David Kuenzi

American expats in higher marginal tax brackets will experience higher investment income tax rates beginning in tax year 2013. Topics in this webinar include the applicability of the 3.8% ObamaCare Net Investment Income Surtax and the 0.9% ObamaCare Medicare Tax to Americans living abroad. Specific expat tax strategies related to the foreign tax credit, foreign earned income exclusion, and tax deferral are also discussed.


Currency Management and Investment Planning for Americans Abroad February 2017 by David Kuenzi

This webinar discusses where currency management fits into integrated investment management and financial planning for American expats. Thun Financial Advisors discusses its strategy for clients to mitigating the risk that changing currency values will impact long-term investment and spending goals.


Avoiding the US UK PFIC Reporting Fund Trap June 2014 by David Kuenzi

An overview concerning implications of the US/UK PFIC Reporting Fund Trap for American Expatriate Investors living in the United Kingdom. Differences between reporting funds, non-reporting funds, and PFICs are discussed. The future impact of FATCA is also explored.

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.