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
Are you a US citizen living abroad? Confused about how to manage your retirement accounts? For many expats these accounts can be a significant part of their net worth. This webinar is designed to address the unique challenges faced by US expats in maintaining and optimizing their US-based retirement accounts.This session will cover essential strategies to ensure compliance with US tax laws while maximizing the potential of your retirement savings. Gain valuable insights from industry experts on how to avoid common pitfalls and make informed decisions for a secure financial future.
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
30/01/2025
Expats Portugal – Tax Efficient Tips and Financial Planning for Expats in Portugal
As Portugal continues to grow in its popularity for Expats moving and retiring abroad, we will be...
27/02/2025
Portugal.com – Tax Efficient Tips and Financial Planning for Expats in Portugal
As Portugal continues to grow in its popularity for Expats moving and retiring abroad, we will be...
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...
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.
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