US Retirement Accounts for US Expats
15/10/2024
18:00:00 GMT
Approx 20 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
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.
Key Points
- US Retirement Account Types and Their Tax Implications
- What changes now that you've moved abroad
- Why can't I just keep my old advisor?
- Portfolio Management, what types of Investments are good for you
Meet your webinar host
Jacob Shelton
Sr. Wealth Advisor, 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
16/01/2024
US Retirement Accounts for US Expats
Are you a US citizen living abroad? Confused about how to manage your retirement accounts? For ma...
11/12/2024
Life after NHR, tax & investments in Portugal with ITS
We will delve into the tax benefits of the new ITS tax regime, which replaced the NHR for Portuga...
07/11/2024
Tax-Efficient Investments for Portugal Residents (non-US)
Portugal has cemented its place as a leading expat destination in recent years. However, with a l...
70 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
Christmas Classics Taking Over Spotify – Is Yours on the List?
When the festive season rolls around, one thing that brings us all together is Christmas music. Whether you’re decorating the tree, wrapping presents, or sipping mulled wine by the fire,...
Read more
Top 7 Strategies to Minimise Your Tax Liability
Paying tax is a part of life, but no one wants to pay more than they need to. With some careful planning, you can take steps to reduce your tax...
Read more
How to Reduce Financial Risk During Economic Uncertainty
Economic uncertainty can be unsettling for individuals, businesses, and investors alike. Whether it’s a fluctuating market, rising interest rates, or global events causing turmoil, it’s natural to feel concerned about...
Read more
A Step-by-Step Guide to Budgeting for Beginners
Budgeting might sound intimidating, but it’s actually a simple and powerful tool to take control of your money. Whether you’re saving for a dream holiday, tackling debt, or building a...
Read more