A Presentation for the Harvard Club of the UK by Thun Financial Advisors
We are circulating to our members an invitation to attend a complimentary webinar on October 14 at 18.30 given by Thun Financial, a financial advisory firm. The topics may be of interest to US nationals and green card holders residing in the UK. The HCUK has no connection with Thun Financial. We are circulating this invitation solely because the seminar may be of interest to members. We do not endorse and take no responsibility for any presentations or statements made at the seminar.
THUN Financial Advisors
Contact UsDavid Kuenzi, CFP®
608-237-1318
About Thun Financial
Thun Financial Advisors, L.L.C. is a U.S.-based, fee-only, Registered Investment Advisor that provides investment management and financial planning services to Americans residing in the U.S. and overseas. We guard our clients’ wealth as though it was our own by emphasizing prudent diversification with a focus on wealth preservation and growth.
A Presentation for the Harvard Club of
the UK by Thun Financial Advisors
“Investment Management and Financial Planning for Americans in the UK”
Tuesday, October 28, 2014 at:
18:30 London
Successful investing for Americans abroad has been significantly complicated in recent years by the introduction of stringent new cross-border tax and reporting rules, epitomized by FATCA. This webinar provides detailed analysis of the challenges facing American investors abroad and puts forth an approach to efficient, compliant long-term wealth management and financial planning for Americans in the UK.
Topics to be covered include:
Use of U.S. and non-U.S. retirement accounts (IRAs, 401ks etc.), Roths, SIPPs
· US/UK Investment Issues: non-dom election, reporting fund/PFIC trap
· Investing Strategies, Asset Allocation
· Tax planning, FATCA and tax compliance
· Cross-border estate planning
· College savings
· Charitable giving
· Currency management
To participate, please RSVP by emailing:
david.kuenzi@thunfinancial.com
We will send you a link to gain access to the webinar.
Sincerely,
David Kuenzi, Founding Partner, Thun Financial Advisors
We are circulating to our members an invitation to attend a complimentary webinar on October 14 at 18.30 given by Thun Financial, a financial advisory firm. The topics may be of interest to US nationals and green card holders residing in the UK. The HCUK has no connection with Thun Financial. We are circulating this invitation solely because the seminar may be of interest to members. We do not endorse and take no responsibility for any presentations or statements made at the seminar.