Description

Moving to Europe—especially Switzerland—means rethinking more than your lifestyle. For U.S. citizens, dual nationals, and globally mobile families, it also requires navigating a complex financial landscape: tax residency rules, investment restrictions, retirement planning, and the implications of marrying or living with a non-U.S. spouse. This online seminar offers a clear and practical introduction to cross-border financial planning for Americans living in, or preparing to move to, Europe. Join Arielle Tucker, CFP®, EA, Founding Partner of Connected Financial Planning and host of the Passport to Wealth™podcast, as she breaks down the essential financial considerations for U.S. citizens abroad. With over a decade of expat life in Boston, Berlin, Munich, and now Switzerland, Arielle brings technical expertise and lived experience to help Americans thrive overseas. In this one-hour webinar, Arielle will cover: • Financial planning basics for U.S. citizens moving abroad • Strategies for optimizing taxes and building wealth as a dual citizen • Key considerations for U.S. citizens married to non-U.S. persons • Special rules and challenges for Americans living in or relocating to Switzerland This 1-hour session includes a 45-minute presentation followed by 15 minutes of Q&A. This event will be held live on Zoom in English. Registration is required, and the Zoom link will be sent to all registered participants prior to the event.

Secondary Category

Community & Social

Location

At the French Library via videoconference, or from home via Zoom