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THE TRANSATLANTIC MAGAZINE

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1040 Abroad

2021 Expats Virtual Financial Summit Announced

The virtual event will take place between January 26 and January 29, and feature 8 expert speakers

Published on January 20, 2021

Expats Virtual Financial Summit Logo

The inaugural Expats Virtual Financial Summit has been announced, and will be taking place from Tuesday January 26 to Friday January 29, featuring 8 speakers discussing a range of issues affecting Americans who live and work overseas.

Sessions for the summit include:

International Destinations and Opportunities for Americans Abroad, by Jeff Opdyke, Editor of the Savvy Retiree

US Tax Requirements and Strategies for Americans Overseas, by Katelynn Minott, Managing CPA and Partner at Bright!Tax

Financial Planning Strategies and Considerations for Americans Living Abroad, by David Kuenzi, CEO at Thun Financial

Insurance Considerations and Options for Expats, by David Tompkins, President at Expat Financial

The Benefits of Retiring Abroad, by Dan Prescher, Senior Editor, International Living

When It Makes Sense for US Expats to Create a Corporation, by Monte Silver, Founding Partner at Silver & Co

Advocating for a Change from Citizenship to Residence Based Taxation in the US: An Update, by Marylouise Serrato, Executive Director at American Citizens Abroad (ACA)

Themes for Americans Abroad Investing in 2021, by Brian Dunhill, Founder and CEO at Dunhill Financial.

The summit will be moderated and introduced by financial journalist and overseas American Helen Burggraf.

Registration for the summit is free, and available at www.expatssummit.com/tickets. All content will be available live and as replays until February 1, 2021.

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