ON DEMANDFinancial Planning for US Expats in the EU
About this 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 of discussion
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
Speakers
Jacob Shelton
Senior Wealth Manager at Holborn Assets
Jacob Shelton
Senior Wealth Manager at Holborn Assets