Financial Planning Focus for US Expats in Spain: Buying a House
About this webinar
Join us for an exclusive webinar hosted by Jacob Shelton, Senior Wealth Manager at Holborn Assets, in partnership with Habeno, Spain’s leading mortgage broker for expats. This session will explore the key financial challenges faced by U.S. citizens living in Spain, including tax compliance, cross‑border investments, currency management, estate planning, and property financing. Attendees will gain practical strategies for protecting wealth, optimizing tax efficiency, and securing tailored mortgage solutions. With insights from both Holborn and Habeno, this webinar offers a unique opportunity to understand how to integrate financial planning with local property financing, ensuring expats can thrive in Spain with confidence.
Key points of discussion
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

Jacob Shelton
Sr. Wealth Advisor at Holborn Assets

Monica de la Plata
Head of Partnerships at Habeno

Jacob Shelton
Sr. Wealth Advisor at Holborn Assets

Monica de la Plata
Head of Partnerships at Habeno
