Smart Money Moves: Wealth Management Strategies for Expats
A Talk by Andrew Rotz, MBA, CFP, CCFC (Fruitful)
About this Talk
In this session, certified financial planner Andrew Rotz will share essential financial strategies designed to help you thrive while living abroad. The discussion will include:
- Smart Money Management: Learn how to access funds, navigate tax implications, and maximize your savings in an international setting.
- Emergency Preparedness: Understand the critical importance of an emergency fund, proper documentation, and managing currency risks.
- Expert Financial Guidance: Gain insights on partnering with financial advisors and recognizing the limitations of financial products available to non-US residents.
Whether you're new to expat life or looking to enhance your financial strategy, this session equips you with the knowledge and tools to effectively manage your wealth globally.
