Financial Planning for US Expats in the EU | Holborn Assets
Financial Planning for US Expats in the EU
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Tuesday Jan 13, 202618:00 UTC

Financial 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 optimise 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

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
Jacob Shelton

Senior Wealth Manager at Holborn Assets