Free Webinar: Leaving the U.S. – Financial Planning Tips & Traps

Please join us for a webinar on Feb. 13 at 7 pm EST focused on the unique personal finance considerations for a
U.S. citizen or resident preparing to leave the U.S. permanently. This workshop will be provided by Andrew Fisher and Andrejs Pilajevs from Cerity Partners.Zoom only
Wednesday, Feb. 12, 2025 at 7 pm EST

There is a large and growing community of successful families in the U.S. who are looking to move abroad. Some are foreign-born professionals who came to the United States and enjoyed a long and successful stay, but now they want to move away. Also, many Americans are considering the benefits of moving their families to another country. Sometimes, the motives are work-related, but often, there is simply the desire to raise a family or enjoy retirement in another country.
Regardless of the motivations, when successful families move away from the U.S., there are significant financial implications that must be considered. Sometimes, a family may contemplate expatriation from the U.S., but in most cases, they will continue to be U.S. citizens or tax residents with financial reporting requirements in both countries. Depending on their personal situation, there can be a multitude of financial planning issues to be considered.

Andrew Fisher and Andrejs Pilajevs will focus on the following key areas in this presentation:
1. Immigration and foreign visa programs, including the “Golden Visa” and special tax holidays
2. Cross-border tax planning and foreign asset reporting back to the U.S.
3. Management of investment assets left behind in the U.S.
4. Estate planning and wealth transfer given exposure to inheritance systems of multiple
countries

To register, please email [email protected]. This is a free workshop, but you still need to register with us so you can receive the Zoom link and login information.