Forum for Expatriate Finance - The Need for an Expat Professional Network

Please join us for breakfast on Tuesday, December 11th for as we host the inaugural event for the Forum for Expatriate Finance. 

The Forum for Expatriate Finance is an association for the professionals whose work touches the personal financial lives of expatriates. We welcome estate attorneys, CPA's, immigration attorneys, bankers, financial advisors, and insurance professionals. We believe that there is value in us sharing the knowledge from our differing domains.

The topic of discussion for this inaugural event will be 'The Need for an Expat Professional Network.' In this presentation, we will review how the needs of an expat differ from those of a domestic client as per their;

  • Domiciliary history

  • Earned pension entitlements

  • Location of assets

  • Tax reporting and compliance

  • Estate planning

  • Insurance needs

Breakfast shall be provided along with coffee.

We plan on making this a monthly networking event. We hope you can make our inaugural breakfast session!