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Webinar: German Expatriates in the US – Financial Planning Considerations

  • Event

June 18, 2025 | 12:00PM CST

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Event Details

  • Event Start: June 18, 2025 · 12:00 PM CST
  • Event End: June 18, 2025 · 12:45 PM CST
  • Location: Virtual
  • Language: English
Register here

For over twenty years, Beacon Global Advisors has served individuals in and out of the United States.  They specialize in working with cross-border individuals and families, helping them navigate the complexities of investing, tax, insurance, retirement and estate planning for globally mobile individuals.  Their goal is simple, financial prosperity for you—no matter where you are in the world.

Key Takeaways:

  1. A better understanding of the U.S. financial system for expatriates in particular
  2. Awareness of the issues related to foreign bank and investment accounts for expatriates as well as solutions
  3. Increased comprehension of the various financial treaties between the U.S. and Germany
  4. Considerations to make before immigrating to the U.S. and emigrating to Germany

 

Event Speaker

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    Jonathan Henkels

    Financial Advisor, CFP (R), GFP Fellow Jonathan is a cross-border financial planning specialist who focuses on clients with ties to Germany and the United States. He is a Certified Financial Planner(TM) and has attained Fellow status with the Global Financial Planning Institute. He joined Beacon Global Advisors to specifically focus on international financial planning

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