August 13, 2016

FPA Far West Round Up – UC Santa Cruz

Santa Cruz, CA

Planning for Cross Border Families –The U.S. Doesn’t Always Play Nice!


There is a large and growing demographic of cross border professionals who have a financial connection to the United States, including foreign citizens living here, Americans abroad, and foreign residents with assets here. The one thing they all have in common is they have complicated financial affairs and few places to turn for help. In his talk, Andrew will lead the group through an interactive discussion into the most common areas of confusion, including: banking and currencies, real estate, taxes, 401(k) and investing, and retirement planning. But please beware: you just might leave this session with more questions than you had when it started!!