Cross-Border Financial Planning: Navigating the U.S. and German Systems

Living in Germany can raise complicated financial questions—whether you have just arrived or have called Germany home for many years.

Democrats Abroad often offers virtual financial events for members across Europe. This event is different: it is an in-person presentation focused specifically on Americans living in Germany.

Join us for an informative session presented by a company that specializes in helping international residents understand cross-border investing and financial planning within the U.S. and German systems. You’ve asked for an event like this, and 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.

This is a valuable opportunity to bring your questions and speak with knowledgeable professionals face to face. 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.

Light refreshments will be served. A small donation is requested to fund our Get Out the Vote Efforts.

We hope you’ll join us for this practical, Germany-focused conversation.