Get your finances ready for 2019: a free webinar for expats
The end of the year is approaching, the holiday season is here and many people have set or are setting some New Year’s resolutions for themselves. Although improving one’s health is always top of the list, followed by spending more time with friends and family, earning or saving more money also often appears on peoples' wish lists and to-do lists.
Earn or save more money
Putting a bit more money aside each month, spending less and / or asking your employer for a pay rise are probably the most obvious ways to achieve these goals, however there are other ways that you might not have considered. Think of investment strategies, offsetting tax liabilities, assessing your retirement and life insurance plans.
Have you reviewed your finances lately?
Since you moved abroad, has doing your finances become even more challenging than it already was?
Many people postpone dealing with their financial situation until tax season and tend to procrastinate preparing for their desired future. Unfortunately, waiting until the last minute to try to utilise key tax-saving strategies does not usually work well, or may not be as effective as if you had prepared and planned more effectively.
December and January are the perfect months to get your finances in order, assess where you can save some money and reevaluate your investment portfolio and retirement plans.
Especially when you have experienced or expect to experience a major life-altering event – such as moving to another country, planning to move away, marriage, divorce, a baby, having bought or planning to buy a house, or starting your own business!
About the Webinar
Beacon Financial Education will be happy to give you some tips to get you started, to help you improve your financial health and to provide you with a 2019 timeline that will keep you motivated and on track all year long.
The following topics, which will have an impact on your personal finances and investment strategies for tax planning, will be discussed:
- Offsetting tax liabilities with an investment portfolio.
- Preparing for marriage, divorce and children.
- Planning to buy a house (restriction of depreciation on real estate) or move elsewhere.
- Understanding multiple pensions and how they affect your taxes.
- Getting your finances and tax papers in order.
- 2019 Income limits for Roth IRA contributions and 401k/ IRA rollovers.
- Consequences of the U.S. tax reform on your 2018 taxes.
and much more... our consultants are there to answer any questions you may have, during the Q&A afterwards.
Sign up for the webinar on December 12: “Get Your Finances Ready for 2019”.
About Beacon Financial Education
Beacon Financial Education team consists of cross border professionals. They are away from home – just like you – and have lived in multiple countries themselves, so they understand the challenges you are facing when it comes to doing your finances, identifying tax strategies, dealing with cross-border retirement plans and tax laws of several countries.
Beacon Global Group Europe was founded with the purpose of helping expats managing their wealth while living abroad. The Beacon Preferred Partner Network connects expats with independent financial advisors in both their current country of residence as well as their home country and/or other countries they have lived in.
They provide free information – through tailor made seminars, webinars and newsletters, all to fulfil the international’s need for financial control, stability and simplicity.
They will host a number of different webinars over the next few months. Browse the Beacon Financial Education website to see their up-to-date event list.