For those of you interested in hearing financial speakers, below is the information on the upcoming AAII Madison SIG meeting:
Our February 19 meeting is rapidly approaching and we have a fascinating topic in store for attendees: Tips and Pitfalls for US Investors Considering Living Abroad and/or Directly Investing Abroad. If you have ever considered living abroad, have children or relatives who are not US citizens, and/or are considering/have direct foreign investments, you should attend this event and learn about important issues to consider. All of the meeting details are below.
Topic: Tips and Pitfalls for US Investors Considering Living Abroad and/or Directly Investing Abroad
Speaker: Nancy J. Metzger, International Investment Advisor, Thun Financial Advisors
When: Wednesday, February 19, 2020 at 6-8 PM
Check-in: Begins at 5:30 PM
Cost: No charge, free and open to the public
Where: Oakwood Village University Woods Center for Arts and Education
6205 Mineral Point Road
Madison, WI 53705
Contact: Scott Snyder, 608-609-1762, email@example.com
This important event for Americans, foreign nationals, and cross-border families discusses compliant international investment management and financial planning. Specifically, how expatriates have unique tax and personal planning considerations. For example, you will learn about:
• Strategic investment portfolio management and financial planning
• International Estate and Gift Tax Planning
• FATCA (Foreign Account Tax Compliance Act) and its consequences
• US Social Security and Medicare
• Treatment of 403(b), 401(k) and IRA accounts if leaving the United States
Nancy is a financial planning professional at Madison-based Thun Financial Advisors a firm specializing in expatriate wealth advisory and management services. Nancy has spent two decades in various international financial services positions in the United States, Latin America, Europe, Africa, Eurasia and the Middle East. Nancy previously served as Executive Director for a Madison-based impact investment fund investing in alternative small fair-trade and micro-finance companies in Latin America, and as Trust Fund officer for a global trust fund of the International Finance Corporation of the World Bank Group. Nancy is a former Vice President of Financial Markets International, a global capital markets and commercial law consulting firm based in Washington, DC. Nancy is also an attorney, having formerly practiced in Maryland.
Madison Meeting Location:
The Oakwood Village University Woods is located at 6205 Mineral Point Road, in Madison Wisconsin. Underground and outdoor visitor parking is available: Enter Oakwood grounds at the traffic light, at Island Drive and Mineral Point Road. Take the left fork, then the second driveway on the right to enter visitor underground parking, marked “E” on this campus map. Push the button for assistance. Do not park in any spot marked “reserved”; take the elevator to first floor lobby where signs or a receptionist will direct you to the Center for Arts and Education. When you exit the underground parking the garage door opens automatically. You may also park in a surface visitor spot (marked spaces along the drive and up the hill toward the large lot). On foot, enter Heritage (6205 Mineral Point Road) at its main entrance (third driveway on the right, at stop sign) or enter the auditorium doors directly from the lower drive. Directions are available via Google Maps, including public transport options.
The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.