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Expats in America - Financial Planning Pitfalls and Solutions

Updated: Sep 8, 2022

Join three financial experts as they discuss retirement planning, investing, and currency considerations for expats in America.

Financial planning for expats living in America can be confusing, navigating different retirement plans, investment types, and with cross-border currency considerations, too.

In the first of our quarterly financial online events for expats in America, three financial experts will discuss some of the common concepts, pitfalls, and strategies to help you get orientated in the 2022 US financial landscape covering topics from the perspective of expats.

The topics covered will include:

Retirement planning: as an expat, should I utilize US retirement plans (IRAs, 401ks etc)?

Investing: how should I structure my investments and should I take currencies into consideration when investing as an expat?

Currencies: how can I mitigate volatility and minimize costs in currency exchange and transfer?

There's no fee to attend, just register using the button on the right.

The event will last an hour, including a 15 minute Q&A so you can put your questions to the experts.

Drew Waterbury, Ocean Advisors

Drew is a Certified Financial Planner with over 30 years of experience in financial services. He previously worked for New York Stock Exchange member firms before founding Ocean Advisors, LLC to help families who wish to create generational wealth through financial planning and investment strategies.

Brian Dunhill, Dunhill Financial

Brian is a Financial Planner with a core emphasis on concentrated positions and retirement planning for expats. Previously, he worked for prestigious Wall Street firms including UBS, Lehman Brothers, and A.G. Edwards.

Kelly Cutchin, Moneycorp

Kelly joined Moneycorp based out of their Orlando Florida Office in 2006. In December 2012, she took on the role of Country Manager for Moneycorp's USA operations, leading a team of foreign exchange experts and working closely with the firm's global offices.

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