Live Event

US Retirement Accounts for US Expats

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22/04/2025

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18:00:00 BST

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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.

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

    Register for the webinar

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    Meet your webinar host

    Jacob Shelton, Senior Wealth Manager, Holborn Assets

    Jacob Shelton

    Senior Wealth Manager, 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.

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