Personal Financial Health Seminar: U.S. Expats

Last week, Frederic Behrens, JD, CFP and Steven Giacona, CPA, MS, TEP had the pleasure of speaking to a captivated crowd at Chicago Booth MBA School’s London campus, sharing US/UK financial planning strategies to maximize American expats long-term, after-tax wealth potential. Both Frederic and Steven shared their expertise in working with global families and expatriates, discussing topics ranging from international estate planning to domicile rules and retirement account regulations. For more information on these topics, please visit: Who We Serve – Global Families or reach out to speak with one of our advisors!

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2019-05-20T20:55:42+00:00