Financial Planning for US Expats

Like all Americans, US expats need to save and invest for the future. As an international American however, financial planning and investing can be more complex. Should you invest in the US or your country of residence, and what are the tax and reporting implications of the choices you make?

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Meet our Experts

We've gathered some of the top experts in the field to discuss this topic. With years of experience between them, they're well-equipped to offer invaluable insights and perspectives.

Shane Clark

Shane Clark

President, EuroAmerican Financial Advisors

Tom Zachystal

Tom Zachystal

President, IAM Advisors

Talks

Financial Planning Considerations for Americans Living Abroad in 2025

05 February 2025, 02:00 PM
Shane Clark

Investment Environment and Themes for US Expats in 2025

05 February 2025, 04:00 PM
Tom Zachystal