Investment Management Presentation for Foreigners in the U.S., UW Campus
On April 21st, Thun Financial Advisors is hosting a special Investment Management and Financial Planning Presentation designed specifically for the unique needs of foreigners and cross-border families in the Madison area. The event will be held at 6PM in the Orchard View Room of the Wisconsin Institute for Discovery on the UW Campus (330 N. Orchard St. Madison, WI 53715).
The event is open to the general public. The event will begin at 6 pm with a 45 minute presentation followed by a Q&A on investment management issues faced by international families. Specific topics to be addressed include:
• Strategic investment portfolio management
• Comprehensive cross-border financial planning
• FATCA (Foreign Account Tax Compliance Act) and its consequences
• Foreign retirement accounts and pensions
• Treatment of 403(b), 401(k) and IRA accounts if leaving the United States
• International estate and gift planning
Thun Financial Advisors is an investment management and financial planning firm located in Madison that specializes in working with international families around the world. A $25 charitable contribution to the UW Foundation is required for admission. Refreshments will be served. RSVP required.
Please email or go to the Thun Financial Advisors website:
To read recent Thun Financial research on the problem of cross-border investing, click here:
To participate, please RSVP by contacting us on our website, emailing firstname.lastname@example.org , or call 608-237-1318
Admission: $25 payable via charitable donation to the UW Foundation