Saturday, October 10
Munich, Germany
Cross-Border Financial Planning: Navigating the US & German Systems
Living in Germany can raise complicated financial questions—whether you have just arrived or have called Germany home for many years.
Join us for an informative in-person presentation from a company that specializes in helping expatriates understand cross-border investing and financial planning within the U.S. and German systems. You've asked for it, we've been listening!
Topics will include:
- Cross-border investing and financial planning
- German and American retirement and pension systems
- Social Security and tax considerations
- Estate-planning foundations
- Property transfers and inheritance considerations
- How life-insurance benefits may affect American beneficiaries
The presenters work alongside tax and insurance professionals to help international residents better understand German financial regulations, investment options, and long-term planning considerations.
Bring your questions. Whether you are thinking about investments, retirement, taxes, insurance, property, or estate planning, this session will help you identify important issues and better understand the questions you may need to discuss with qualified professionals.
WHEN
Saturday, October 10, 2026 at 04:00 PM Berlin Time
WHERE
Horbach Please RSVP for directions.
Munich, BY
Germany
Google map and directions
CONTACT
Emily Froemel
[email protected]
01738955360