Pension & Investment Planning for American Expats

Join us for an insightful webinar if you are an expat or planning to move overseas, this event right for you.

This event will provide valuable strategies to help you secure your financial future, wherever you call home.

Key topics include:

• Understanding the unique financial challenges faced by U.S. expats
• Pension options and considerations for Americans abroad
• Investment strategies tailored to the American expat lifestyle
• Tax implications and how to optimize your financial planning
• Tips for starting early and maximizing your long-term financial security
• Various American expat tax implications (Box 3, PFICs, Inheritance tax)
• How US retirement plans work in The Netherlands

Remember, it’s never too early to start planning for your future. The sooner you begin, the better prepared you’ll be to enjoy your life abroad with financial peace of mind.

Register
FREE

About The Speakers
Randal Stephens
Randal Stephens is a Senior Independent Financial Adviser at SJB-US with extensive experience in international financial services, specializing in holistic, fee-based advice for expatriates and cross-border clients. His expertise spans pension management, wealth management, retirement planning, and tax-efficient solutions. As an expat himself, he understands the complexities of managing finances across different tax regimes and is known for transparent, client-focused financial plans, helping individuals worldwide achieve their financial goals with cost-effective and regulated advice.

Vincent van Wijgerden
As a Dutch cross-border tax specialist, who focuses on providing expert guidance for international tax matters, particularly involving the Netherlands. He has extensive experience working within the framework of the Dutch–US tax treaty. His services are tailored to expats navigating complex Dutch tax regulations and cross-border scenarios. He is the owner of expattaxes.nl.

Konner Gershkoff
Konner is the Head of the Internal Sales team at Advisors Capital Management. Konner has led the efforts into the International, Cross-Border Advice markets for Advisors Capital and works hand-in-hand with Financial Advisors to provide compliant, customized, tax efficient investment portfolios for their clients. He has several years of experience strictly focusing on International Markets and working within permitted jurisdictions across the globe to help bridge back USD assets to US based custodians like Fidelity and Charles Schwab. He understands the importance of providing compliant solutions for individuals abroad that wish to continue to invest USD but do so with proper reporting. He holds a Finance Degree from the University of Rhode Island and is a key part to the Institutional Team at Advisors Capital