ON DEMANDExpatsPortugal – How to Manage 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
Speakers
Henry Kent
Senior Wealth Manager at Holborn Assets
Jacob Shelton
Senior Wealth Manager at Holborn Assets
Carl Munson
Host at Expats Portugal
Henry Kent
Senior Wealth Manager at Holborn Assets
Jacob Shelton
Senior Wealth Manager at Holborn Assets
Carl Munson
Host at Expats Portugal