Past Events

April 26, 2012
European Client Appreciation Event
Amsterdam, The Netherlands

An event in appreciation of our clients

April 19, 2012
GABA Event: Retirement planning for Germans in the U.S.
Palo Alto, CA

The German American Business Association of California (GABA) invited us to discuss coordinating 401(k)’s, stock options, and foreign pensions for a global retirement. We were thrilled to have a full house for this event and a terrific amount of audience involvement.

April 12, 2012
Worldview Event: Wealth Strategies for Cross-Border Families
Portland, OR

Making sense of 401(k)’s, foreign pensions, and international taxes

March 20, 2012
Tektronix – Lunchtime Presentation for International Employees
Beaverton, OR

We were invited by the Tek Global Mobility and HR team to present to their international workforce on cross-border retirement and wealth planning.

January 26, 2012
Seattle STEP: Financial Affairs of Cross-Border Families – It’s Complicated
Seattle, WA

In this presentation to cross-border estate planning attorneys, Andrew Fisher and Philipp Muedder led an interactive discussion about common retirement planning issues.

January 18, 2012
CFA Society of Portland: Andrew Fisher hosts the 2012 Investment Strategy Dinner
Portland, OR

Mr. Fisher hosted this event

January 15, 2012
AICPA Advanced Personal Financial Planning Conference – Jan 15-18
Las Vegas, NV

David Colvin attended this event.

April 1, 2010
FEM / KPMG: Financial Planning for Localized Americans Abroad
New York, NY

Andrew Fisher presented on the trend toward localized expat assignments and the unique tax and financial planning issues that go with it. Held at the midtown offices of KPMG for the NY Chapter of Forum for Expatriate Management (FEM).

March 5, 2010
Expat Finances: Considerations for an Overseas Assignment
Houston, TX

Andrew Fisher presented at the Families in Global Transition Conference.

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