US Retirement Accounts for US Expats

19/03/2025

18:00:00 BST

Approx 30 minutes
19/03/2025
18:00:00 BST
Approx 30 minutes
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.
Are you a US citizen living abroad? Confused about how to manage your retirement accounts? For many expats these accounts can be a significant part of their net worth. This webinar is designed to address the unique challenges faced by US expats in maintaining and optimizing their US-based retirement accounts.
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.
04/06/2025
Are you a US citizen living abroad? Confused about how to manage your retirement accounts? For ma...
13/05/2025
Moving to Spain or living here as an expat brings both exciting opportunities and distinct financ...
29/04/2025
With 46 years of experience, $4.5bn+ of assets under management and 87,000+ investors around the ...
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.
Building wealth is one thing—but building a legacy that lasts for generations? That’s something else entirely. For families, especially those living and working abroad, creating multi-generational wealth means more than...
Read moreLiving abroad as an expat can be one of life’s most rewarding adventures—but it also comes with its fair share of financial surprises. Whether you’ve relocated for work, lifestyle, or...
Read moreLife doesn’t stand still—and neither should your financial plan. Whether you’re moving abroad for work, starting a family, or navigating unexpected events, having a plan that adapts to life’s twists...
Read moreLet’s face it—2025 has already thrown a few curveballs. From changes in global trade to market ups and downs, it’s been a bumpy ride for businesses, investors, and everyday savers...
Read more