Holborn Webinars Presents
Welcome to the Holborn Assets webinar series. As a leading global financial services company, we're committed to empowering our clients with the knowledge and tools to navigate the complex, offshore financial landscape. Our webinars offer valuable insights from our financial consultants and industry experts, covering a wide array of topics.
Whether you're a seasoned investor, just starting on your financial journey or thinking of making the move overseas, our webinars are geared to educate, inspire, and provide actionable strategies that align with your unique financial goals. Explore the details below to learn more about our upcoming webinar, and join us at the event by registering.
About the Webinar
Jacob is an American national with over 10 years of industry expertise, including 2 years at Morgan Stanley and more than 5 years with JP Morgan with job titles such as Private Client Banker, Sr. Home Lending Advisor and Financial Advisor he has gained a comprehensive understanding of the financial services landscape.
Key Points
- US Retirement Account Types and Their Tax Implications
- What changes now that you've moved abroad
- Why can't I just keep my old advisor?
- Portfolio Management, what types of Investments are good for you
Meet your webinar host
Jacob Shelton
Sr. Wealth Advisor, Holborn Assets
Jacob is an American national with over 10 years of industry expertise, including 2 years at Morgan Stanley and more than 5 years with JP Morgan with job titles such as Private Client Banker, Sr. Home Lending Advisor and Financial Advisor he has gained a comprehensive understanding of the financial services landscape.
Webinar Spotlight
07/11/2024
Tax-Efficient Investments for Portugal Residents (non-US)
Portugal has cemented its place as a leading expat destination in recent years. However, with a l...
12/11/2024
Moving to Spain with Local Industry Experts
“Moving to Spain with Visa and Finance Specialists” is a free, informative webinar de...
15/10/2024
US Retirement Accounts for US Expats
Jacob is an American national with over 10 years of industry expertise, including 2 years at Morg...
20 minutes
How it Works
Signing up to a Holborn webinar easy and free. Simply complete the registration form above and we’ll take care of the rest. After you’ve registered, you'll receive a confirmation email from Zoom containing your webinar joining link and all relevant details. As the webinar date approaches, look out for reminder emails to make sure you don’t miss out!
On the day of the webinar, click the unique link provided in your confirmation or reminder emails to access the live session. You'll be taken straight to the webinar, where you’ll be able to watch the presenters, and engage through the Q&A or chat features. Attendee’s microphones and cameras are disabled for webinars, so you can just sit back and enjoy the presentation, wherever you are.
Holborn webinars are always recorded, so if you can’t make it or want to watch again, you don’t need to worry. Once the webinar has finished, we upload the recording to our YouTube channel and send the link out to everyone that registered. You can also revisit this page and watch the recording on our website too.
If you have any questions for the webinar host before or after the webinar, simply complete the form above.
Ready to chat with
a specialist?
Get started
You may also be interested in
International Tax Planning for Expats: Essential Tips to Stay Compliant
As an expat, navigating the world of taxes can feel like wandering through a maze. Different countries have their own rules and regulations, making it easy to get lost in...
Read more
How to Build a Strong Retirement Plan While Living Abroad
Retirement planning can be a daunting task for anyone. For expats, the process can seem even more complex. Whether you’ve spent years living and working abroad or are planning to...
Read more
Top 5 Investment Mistakes Expats Make and How to Avoid Them
Navigating the world of investments can be tricky for anyone, but expats face unique challenges that can complicate the process even further. Whether you’re settling into a new country or...
Read more
How the Olympic Games transform local property markets
The closing ceremony at the Stade de France brought the curtain down on the 2024 Olympics. While the Games may be over, their impact on the host city’s property market...
Read more