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Topic

Opportunities & Landmines: Retiring as a British Expat in the US

Description

Retiring as a British expat in the US? Don't miss this webinar!

You’ll learn:

- What to do with your UK investments/pensions/bank accounts
- How to optimise your US retirement accounts when stepping away from the workforce
- How to plan ahead for annual tax/reporting
- How to create retirement income for a cross-border retirement
- Plus loads more and a live Q&A

If you register and you're unable to attend, you will be sent a video recording of the webinar.

For more information on Plan First Wealth please visit our website at https://planfirstwealth.com/

Time

Mar 22, 2023 01:00 PM in Eastern Time (US and Canada)

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Message preview	Hi there, You are invited to a Zoom webinar. When: Mar 22, 2023 01:00 PM Eastern Time (US and Canada) Topic: Opportunities & Landmines: Retiring as a British Expat in the US Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_ejEBZjf_TVCkx0pVdF1vmg After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Richard Taylor (Founder & Chief Executive Officer @Plan First Wealth) As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK - CII) in addition to holding the IMC (CFA UK) and Series 65 (US - FINRA). Thomas Quinn (President & Chief Revenue Officer @Plan First Wealth) Thomas is responsible for all revenue generating activities including marketing and client acquisition. He is UK qualified with the Diploma for Financial Advisers (DipFA), Managing Investments (MANI), and Pension Transfer Specialist (PETR) and US qualified via the Series 65 (US - FINRA).

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