Financial Planning for US Expats in the EU
24/11/2025
18:00:00 GMT
Approx 25 minutes
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
Join Jacob Shelton—an experienced international financial advisor and U.S. expat residing in the EU—for an insightful session tailored specifically to Americans navigating their financial lives abroad. Whether you’re actively employed, self-employed, or enjoying retirement in one of Europe’s vibrant countries, this webinar will help you understand how to protect, grow, and optimize your wealth across borders.
Key Points
- How to remain compliant with both U.S. and EU tax regulations
- Strategies for cross-border investing and retirement planning
- Practical solutions for common expat financial challenges, such as managing U.S. accounts, avoiding PFICs, and coordinating assets across jurisdictions
Meet your webinar host
Jacob Shelton
Senior Wealth Manager, 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
27/11/2025
Mastering Wealth & Wellness Abroad: Building Habits to Strengthen Your Plan for 2026
Tired of failed New Year’s resolutions? We’re skipping the hype.
This isn’t ...
24/09/2025
How to Maximise Your UK State Pension While Living Overseas: Essential Expat Strategies Webinar
Join Robin Thornton, Chartered MCSI, Dip IAD in this webinar and discover how to maximise your UK...
15 minutes
30/09/2025
Financial Planning for US Expats in the EU
Join Jacob Shelton—an experienced international financial advisor and U.S. expat residing in th...
45 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
Autumn Budget 2025 for Expats & Investors
Chancellor Rachel Reeves delivered her second Autumn Budget in dramatic circumstances, after the Office for Budget Responsibility (OBR) accidentally released its full economic outlook online 45 minutes before her speech....
Read more
Digital Assets: Estate Planning in the Modern Era
In today’s world, much of our lives are lived online. From email accounts and social media profiles to digital wallets and online businesses, we’re building a digital legacy—often without realising...
Read more
Private Equity vs. Public Markets: Where Should You Invest?
When it comes to growing your wealth, choosing the right investment path can make all the difference—especially if you’re an expat managing finances across borders. Two of the most talked-about...
Read more
Multi-Generational Wealth: How to Build and Sustain a Family Legacy
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 more