Wednesday, February 18
Zoom (Online Webinar)
How to Invest as a US Citizen Living in the EU
Looking to invest but not able to find a brokerage account or worried about double taxation?
Join us for a frank conversation on investing as an American abroad.
How to Invest as a US Citizen Living in the EU
Wednesday, February 18, 2026
3:00-4:30 a.m. EST (view your time zone)
Live on Zoom + recording link within 48 hours
$15 General Admission or $10 Retired/Student/Unemployed/Veteran
Recording only ticket available.
Consider a $20.26 boost ticket for additional support!
(Scroll to the bottom for tickets)
All proceeds go to Democrats Abroad to help rally the overseas vote.
The aim of this event is to cover topics of investing for Americans abroad.
Please note, this session will focus on European Union regulations but will cover basic investing principles applicable anywhere.
It is really difficult for Americans abroad and dual citizens (particularly in Europe) to find ways to invest their money in the country they live in as well as in the United States. We often feel like we're stuck between a rock and a hard place, unable to open an investment account in some cases and save for our futures.
Topics discussed in the session will include:
- What you can and cannot do with investments in Europe
- Types of accounts you can have, individual, retirement
- How do you open a brokerage account if you are a US person living in Europe?
- Do you need to keep a US address and phone number?
- What is the difference between a European bank or brokerage firm versus an American one.
- What are the concerns with investment in European packaged products (PFIC)?
- What are the concerns with investment in US investment products, such as ETFs (Mifid II)?
- Do individual countries have different savings programs? (ISA, PEA)
Guest Speaker:
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Robert Levitt of Levitt Capital Management Robert is the Founder and Chief investment Officer of Levitt Capital Management, a European licensed investment and wealth manager focused on U.S. citizens who are fiscal residents in Europe. The firm has clients in 14 European countries. A Chartered Financial Analyst (CFA), Robert who holds an undergraduate degree in International Management from the University of New Mexico, as well as an M.B.A. from the American University in Washington, D.C. He also obtained a French licence from the université de Nice/Sophia Antipolis, two masters degrees from the université Lyon II and is completing a Doctorate in Medieval History from université de Perpignan. He is the Deputy Chair of the DA Taxation Task Force, a voting member of the French delegation to the DPCA. |
| Start Time for Popular Time Zones |
| 12:00am Vancouver |
| 3:00am Toronto |
| 8:00am London |
| 9:00am Paris |
| 5:00pm Japan |
| 7:00pm Sydney |
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Please pre-submit any questions using this form. The more questions you share in advance, the better we can prepare and shape the program around what you most want to learn.
The fine print:
- No refunds available.
- No tax professionals will be speaking at this webinar. If you have questions specific to your circumstances, please seek the advice of a qualified tax professional.
- We can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible.
Please click here to add yourself to the Democrats Abroad Taxation Task Force mailing list to keep up to date with the actions and upcoming events.
Disclaimer: Democrats Abroad cannot provide individual tax advice. Advice requires consideration of your individual circumstances and needs, none of which can be done at this event. We are not tax lawyers, accountants, or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.
If you are in need of tax advice you can consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services to meet your needs and budget: https://irs.treasury.gov/rpo/rpo.jsf
WHEN
Wednesday, February 18, 2026 at 03:00 AM Eastern Time (US & Canada) Time
CONTACT
Democrats Abroad Taxation Task Force
[email protected]