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Investing And Financial Planning For Americans Living in the Middle East

What it means to be US connected and the consequences this could have on your investments. Uncover the options for US expats to effectively protect and grow your wealth.

When:

Thursday, June 22, 2023

Time:

7:00pm UAE

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This webinar, US Citizen's Offshore, will talk you through many useful topics for international workers living outside the US as well as introducing Skybound's US Citizens Information Center.

Following the introduction of FATCA, American expatriates across the globe have been left without access to good quality financial planning support. Even the simple task of opening an account with an international financial institution has become incredibly difficult.

Welcome to the first of many Skybound Webinars. The goal of these webinars is to provide information, share current situations and scenarios, market outlooks and opinions as well as be a valuable resource for individuals looking for advice and guidance whilst living abroad. And in the coming weeks, we will be releasing more webinars covering subjects such as IRA's and Roths, foreign pensions, 529 plans, US social security, repatriation and inheritance tax.

A critical issue for many American expats is understanding how to properly employ foreign tax-advantaged retirement accounts, commonly known as retirement plans. This is because expats often don’t have the option of simply enrolling in their company’s 401(k) plan. 

The Webinar will include information on the below points:

  • Financial Planning
  • Where To Bank
  • Insurance
  • How To Invest
  • Why You Should Choose The US
  • Risk Tolerance
  • The Importance Of Diversity
  • Retirement Accounts
  • Investing Longterm
  • Investment Strategy

Tom Pewtress

Head of Global Partners & US Specialist Information Centre

A international Financial Adviser who has spent many years providing cross border advice to expats, focussing on holistic financial planning. Thanks to his experience managing teams operating across different jurisdictions both within Independent Financial Adviser companies and financial institutions, Tom has knowledge that allows him to look at the wider picture for clients.

Tom Pewtress

Head of Global Partners & US Specialist Information Centre

A international Financial Adviser who has spent many years providing cross border advice to expats, focussing on holistic financial planning. Thanks to his experience managing teams operating across different jurisdictions both within Independent Financial Adviser companies and financial institutions, Tom has knowledge that allows him to look at the wider picture for clients.

Don't miss out on this exclusive webinar. If for any reason you cannot make the webinar, we will send you a recording the day after.

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