News

Four Points by Sheraton Matosinhos will host the 'US and Portugal Financial Planning Consultations' Event

28 August, 2024
Four Points by Sheraton Matosinhos will host the

Source: The Portugal News 

Americans living in Porto have a unique opportunity to gain expert financial advice at a free event on September 2nd at the Four Points by Sheraton Matosinhos. Organized by Chase Buchanan USA and Ibanista, this event is designed specifically for the American community in Portugal.

Attendees can benefit from complimentary 30-minute consultations with industry experts on cross-border financial planning and foreign currency exchange strategies. Key topics include organizing U.S. financial assets and retirement accounts for tax residency in Portugal, developing a future-focused investment and retirement strategy, and understanding recent changes to the NHR (Non-Habitual Residency) regime.

Additionally, the event will offer insights into securing the best exchange rates for large-sum transfers between USD and EUR, ensuring that expats make the most of their financial resources. This is a valuable opportunity for U.S. to address their financial concerns and gain confidence in their financial future abroad.

Read the full article, here!