ExpatsPortugal – How to Protect Your Retirement Savings in Portugal | Thursday Feb 26, 2026 19:30 BST | Exclusive Webinar | Holborn Assets
ExpatsPortugal – How to Protect Your Retirement Savings in Portugal
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Thursday Feb 26, 202619:30 UTC

ExpatsPortugal – How to Protect Your Retirement Savings in Portugal

About this webinar

Join Henry Kent and Jacob Shelton from Holborn Assets for an exclusive ExpatsPortugal webinar designed to help you make the most of your retirement savings while living in Portugal.

Whether you’re planning your move or already settled, this session will cover how to structure your investments efficiently, stay compliant across jurisdictions, and avoid the common pitfalls faced by international retirees. Learn practical, actionable strategies to safeguard and optimise your wealth while enjoying life in Portugal.

Key points of discussion

Essential financial factors to consider prior to the move
Make the most of your retirement savings in Portugal
How to remain compliant with both U.S. and EU tax regulation
Strategies for cross-border investing and retirement planning
Common expat pitfalls—and how to avoid them
Q&A session

How to participate

After you’ve registered, you'll receive a confirmation email from Zoom containing your webinar joining link and all relevant details.

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.

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.

Speakers

Henry Kent
Henry Kent

Senior Wealth Manager at Holborn Assets

Jacob Shelton
Jacob Shelton

Senior Wealth Adviser at Holborn Assets

Carl Munson
Carl Munson

Host at ExpatsPortugal