"Welcome to the first-ever Virtual Financial Summit for U.S. Expats, which will bring together some of the world's foremost experts in a range of expat issues – from choosing where to live abroad, to managing your money during and post-Covid-19."
- Helen Burggraf, Editor, American Expat Financial News Journal and summit moderator
Say hello to the speakers
Not sure what to watch? Here are some talks you won't want to miss.
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Jeff Opdyke Editor, The Savvy Retiree
International Opportunities and Destinations for Remote Workers Post-Covid
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Katelynn Minott Partner and Managing CPA, Bright!Tax US Expat Tax Services
U.S. Tax Requirements and Strategies in 2021 for Americans Overseas
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David Kuenzi Founder, Thun Financial, a Creative Planning Company
Financial Planning Considerations and Strategies for Americans Living Abroad
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David Tompkins President, TFG Global Insurance Solutions / Expat Financial
Insurance Considerations and Options for Expats
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Monte Silver Founding Partner, Silver & Co
When Does it Make Sense for U.S. Expats to Create a Corporation?
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Dan Prescher Senior Editor, International Living
The Benefits of Retiring Abroad
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Charles Bruce & Marylouise Serrato
Advocating for a Change from Citizenship to Residence Based Taxation in the U.S.: An Update
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Brian Dunhill Founder and CEO, Dunhill Financial
Themes for Americans Abroad Investing in 2021
The 2021 Expats Virtual Financial Summit starts on January 26th 2021
The U.S. Expats Virtual Financial Summit 2021 is delivered entirely online and is completely free to attend, allowing you to dip in and watch the specific talks you want to, or catch them all. Use the link below to view the schedule.
4 days
10 speakers
5 categories
Advocating for a Change from Citizenship to Residence Based Taxation in the U.S.: An Update
January 28, 2021, 04:00 PM
Charles Bruce & Marylouise Serrato
American Citizens Abroad (ACA) & American Citizens Abroad (ACA)
Insurance Considerations and Options for Expats
January 27, 2021, 04:00 PM
David Tompkins
President, TFG Global Insurance Solutions / Expat Financial
Themes for Americans Abroad Investing in 2021
January 29, 2021, 02:00 PM
Brian Dunhill
Founder and CEO, Dunhill Financial
International Opportunities and Destinations for Remote Workers Post-Covid
January 26, 2021, 02:00 PM
Jeff Opdyke
Editor, The Savvy Retiree
The world's leading experts in U.S. expat finances
The group of experts will be sharing their years of knowledge, strategies and tactics. If you’re keen to make the most of living abroad financially, book your place today.
Meet the speakers