Financial Awareness Seminar: Investment Diversification & Portfolion Management


Chateau de Bossey

Chemin Chenevière, 2, Bogis-Bossey, Switzerland Map

At Beacon Financial Education we know what it means to be an Expat. After all, we are - American - expats too! We know the financial challenges, worries and concerns of living and/or working abroad. Dealing with one's finances can be difficult enough for everyone, living in another country adds a whole other layer to the equation.

Where to go with your finance questions, does your financial advisor really understand the implications of you being an expat, how to prepare for retirement, what investment options are there for expats, what about life insurance strategies, taxes, US FATCA,...? The list seems never-ending,...
The seminar "Understanding the Implications of US FATCA" - hosted in collaboration with Blackden Financial, at the Château de Bossey in Vaud - covers topics such as what it means to be an American living overseas as well as the implications of having a US nexus, what you can do to prevent bank account lockouts and non-compliance penalties, the US tax system and IRS reporting forms, US FATCA compliant wealth management and investment strategies, and much more.

The seminar is free of charge, and offers the financially aware expat with information that will help him/her to make well-informed financial decisions in order to achieve their financial destiny! Take the reins of your financial health, and join our free event.

We have limited seats available, so register in time!
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Events @ BFE
 Events @ BFE