Updated: Oct 26, 2022
Dunhill Financial is proud to participate in an online event on financial planning for European expats in the US taking place on Wednesday October 26th at 6pm UK time / 1pm Eastern Time.
Financial planning for expats living in America can be confusing, navigating different retirement plans, investment types, and with cross-border currency considerations, too.
The topics covered in the event will include:
Retirement planning: as an expat, should I utilize US retirement plans (IRAs, 401ks etc)?
Investing: how should I structure my investments and should I take currencies into consideration when investing as an expat?
Currencies: how can I mitigate volatility and minimize costs in currency exchange and transfer?
The event is free to attend, and you can register at this link:
The event will last an hour, including a 15 minute Q&A so you can put your questions to the experts.
Drew Waterbury, Ocean Advisors
Drew is a Certified Financial Planner with over 30 years of experience in financial services. He previously worked for New York Stock Exchange member firms before founding Ocean Advisors, LLC to help families who wish to create generational wealth through financial planning and investment strategies.
Brian Dunhill, Dunhill Financial
Brian is a Financial Planner with a core emphasis on concentrated positions and retirement planning for expats. Previously, he worked for prestigious Wall Street firms including UBS, Lehman Brothers, and A.G. Edwards.
Kelly Cutchin, Moneycorp
Kelly joined Moneycorp based out of their Orlando Florida Office in 2006. In December 2012, she took on the role of Country Manager for Moneycorp's USA operations, leading a team of foreign exchange experts and working closely with the firm's global offices.
Book your place today at the above link.
DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.