As Portugal continues to grow in its popularity for Expats moving and retiring abroad, we will be covering a walk-through of the fundamentals of good wealth management and financial planning as an expat, along with tips and essential advice.
Key points:
Webinar Host: Henry Kent
Wealth Manager, Holborn Assets
Webinar Host: Mary Ann Anderson
Directorr, Evelyn US specialist
Webinar Host: Carl Munson
External Speaker, Expats Portugal
1
After you register for the webinar you will be sent an email via Zoom confirming your spot.
2
On the day prior to and the day of the webinar you will be sent a reminder of the date and start time.
3
When it's time, join the webinar via Zoom. If you miss it, you'll receive a link to watch the recording.
Behavioural finance theory suggests we make decisions based on emotions rather than logic. Understanding it could help you make better investment decisions
Read more
In this article, we explore the five key benefits of a financial second opinion and why a fresh perspective could be just what you need.
Read more
We look at the key questions you should ask a financial adviser before hiring them and one important question you need to ask yourself.
Read more
Time is running out to top up your State Pension. Here is everything you need to now about State Pension top-ups.
Read more
