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EVENT DETAILS

Women & Finance: Investment Strategies for Americans living in Germany

  • 07 Oct 2021
  • 18:30
  • Zoom
  • 27

Registration

Registration is closed

Photo cred: Ibrahim Boran via Unsplash

WHAT: Are you an American living in Germany? Do you want to learn more about expat investment strategies to avoid the tax pitfalls? Then this webinar is for you.

WHEN: Thursday, October 7 at 6:30 pm

COST: None

OUR SPEAKER: Roger Healy from the International Division of Creative Planning (formerly Thun Financial) will be sharing investment information specifically for Americans living in Germany with Q&A on October 7 from 6:30 - 8:00 p.m.

Successful investing for Americans abroad has been complicated in recent years by the introduction of stringent cross-border tax and reporting rules, epitomized by FATCA. This webinar provides detailed analysis of the challenges facing American expats and puts forth an approach to efficient, compliant, long-term wealth management and financial planning for US expats in Germany.

• Investing strategies and asset allocation in the cross-border environment

• Avoiding US PFICs tax trap

• Dealing with US and German account restrictions for Americans

• Use of retirement accounts in the US and Germany

• Interaction between the US and German tax codes

• Currency management


This webinar is a special session set up by Cheryl H. for FAWCO Clubs based in Germany. Feel free to ask Roger anything either live or in the chat box. We will also be offering a separate Estate Planning webinar in the new year for the American Women’s Clubs based in Germany.

ZOOM: Link given after registration

HOST: Cheryl H, +491719376632, cherlo4e@gmail.com


CANCELLATION POLICY:  For events paid through the AIWCD, cancellations prior to the cancellation date will be assessed a 25% cancellation fee, and cancellations after this date will be handled according to the AIWCD Cancellation Policy. By registering, you are agreeing to follow this policy. If you have questions, please contact the Activities Chair.

PHOTOGRAPHY POLICY: Anyone attending an AIWCD event should be aware that photographs and/or recordings may be taken. This media will be used in accordance with the AIWCD Privacy Policy and the GDPR. If you prefer not to have your likeness used for Club publications, please inform those people taking pictures at the event and do not take part in group photos.

COVID-19 SAFETY: If you choose to participate in this AIWCD activity, you will be required to abide by all local COVID-19 restrictions, including social distancing and wearing masks.

DATA SHARING: Your registration information will be shared with AIWCD administrators and event organizers. Your registration information may also be shared with the venue, when required. If you have any questions, contact our Data Protection Officer.




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