Expat Well: Financial Forum

Join the Black Expat and supercharge your expat plans with practical advice from financial experts on the intersection of expatriation and financial planning. 

Your Dream Life Abroad Starts with a Solid Financial Plan

Moving abroad is exciting, but it comes with unique financial challenges. From budgeting for your move to understanding international taxes having a solid financial plan can mean the difference between thriving and merely surviving.

With 10+ dynamic conversational sessions, the online event delivers practical advice and reflections on financial planning while being internationally mobile.

Your Dream Life Abroad Starts with a Solid Financial Plan

On Demand Content

Take a look at the exciting agenda we have planned for you.

Welcome & Day 1 Kickoff

Amanda Bates, MBA

Amanda Bates, MBA

Global Money Matters:Pre-Departure Planning for First-Timers

Lisa R. Mitchell, MBA

Lisa R. Mitchell, MBA

Getting the GIST of Personal Finance

Ed Banks

Ed Banks

Repaying Debt To Travel

Jasmine Paul, MS, CFEI

Jasmine Paul, MS, CFEI

Lessons Learned: Taking the Plunge and Overcoming Financial Fears as a Solo Expat

Anthony Heard

Anthony Heard

Simplify Taxes Abroad: Saving More While Travelling

Sandra Morno

Sandra Morno

Intentional Business Building: Key Strategies for Financial Success

Christine Job

Christine Job J.D.

Welcome!

Amanda Bates, MBA

Amanda Bates, MBA

Smart Money Moves: Wealth Management Strategies for Expats

Andrew Rotz, MBA, CFP, CCFC

Andrew Rotz, MBA, CFP, CCFC

The Top 5 Tax Misconceptions For U.S. Expats (And How to Avoid Them!)

MaCara Santiago

MaCara Santiago

Budgeting as a Family While Living Internationally

Shaughnessy King

Shaughnessy King

Soft Living and Financial Freedom: A Bi-Continental Perspective from North America to Africa

Eyitemi Popo

Eyitemi Popo

Taking Care of Our Health: Understanding Insurance Options For the Internationally Mobile

Andrew Jernigan

Andrew Jernigan

Your Dream Life Abroad Starts with a Solid Financial Plan

Moving abroad is exciting, but it comes with unique financial challenges. From budgeting for your move to understanding international taxes, healthcare costs, and retirement planning, having a solid financial plan can mean the difference between thriving and merely surviving.

Your Dream Life Abroad Starts with a Solid Financial Plan

Purchase Access

Get All Access To Every Single Financial Conversation & Session

Replay Access

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Enjoy all-access privileges to on demand and replay content.

PLACEHOLDER

Moving abroad is exciting, but it comes with unique financial challenges. From budgeting for your move to understanding international taxes, healthcare costs, and retirement planning, having a solid financial plan can mean the difference between thriving and merely surviving.


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Your Dream Life Abroad Starts with a Solid Financial Plan

Why Attend?

Moving abroad is exciting, but it comes with unique financial challenges. From budgeting for your move to understanding international taxes, healthcare costs, and retirement planning, having a solid financial plan can mean the difference between thriving and merely surviving.

What You’ll Learn:

How to create a financial roadmap for your move abroad

Expert tips on managing currency exchange, taxes, and local banking

Insights into saving for the future while living globally

Practical advice on navigating healthcare, education, and housing costs

Your Dream Life Abroad Starts with a Solid Financial Plan

Moving abroad is exciting, but it comes with unique financial challenges. From budgeting for your move to understanding international taxes, healthcare costs, and retirement planning, having a solid financial plan can mean the difference between thriving and merely surviving.

What You’ll Learn:

  • How to create a financial roadmap for your move abroad
  • Expert tips on managing currency exchange, taxes, and local banking
  • Insights into saving for the future while living globally
  • Practical advice on navigating healthcare, education, and housing costs
Your Dream Life Abroad Starts with a Solid Financial Plan

Schedule

Take a look at the exciting agenda we have planned for you.