Retirement Accounts for Brits in America
Rich and Tom are hosting a live webinar going deeper on overseas and US retirement accounts for Brits living in America.
We'll have an opportunity to ask questions, and we'll be running live polls through the episode.
To secure your seat, register today.
21 September, 2022 02:00 PM in Eastern Time (US and Canada)
Most British expatriates already find it difficult to navigate the UK’s financial system, and it can be even more frustrating working with the American one.
In this webinar, we will examine and explain how to manage: UK retirement accounts, and US retirement accounts, including 401ks, IRAs, Roth IRAs, 403bs, Social Security, and UK Pensions. Plus, we'll cover other international retirement accounts (DTA's) as a Brit in America.
We'll also have an opportunity to ask our retirement account experts Thomas and Richard questions, and we'll be running live polls through the episode.
Don't miss out - register today!
About Our Speakers
President & Chief Revenue Officer (CRO)
Thomas is responsible for all revenue generating activities including marketing and client acquisition. He is UK qualified with the Diploma for Financial Advisers (DipFA), Managing Investments (MANI), and Pension Transfer Specialist (PETR) and US qualified via the Series 65 (US - FINRA).
About Plan First Wealth
As British expats ourselves, we offer high-value financial planning services with deep technical expertise. This shows how we are the best place for any fellow British expat to seek quality advice and make the most of their time in America – and life in general.