updated 6:10 PM CEST, Jul 14, 2020

Events listing

A regular listing of events taking place around the world for American expatriates.    

July 14: AmCham Hong Kong, online (Zoom) webinar: 'Hong Kong Security Law – What It Means, And The View From Washington' 

This webinar, being sponsored by the Hong Kong chapter of the American Chamber of Commerce, will feature a number of Hong Kong and China experts discussing Hong Kong's controversial new security law – what some of the latest views of it are; how it's being seen abroad; and what types of reaction are to be expected in the months ahead from U.S. officials, as serious concerns continue to be raised about such issues as its extra-territoriality. 

The scheduled speakers include  Jeremie Waterman, president of the U.S. Chamber of Commerce's China Center; Lester Ross, partner-in-charge of the Beijing office of the WilmerHale international law firm; and Tara Joseph, president of the American Chamber of Commerce in Hong Kong. The event will kick off at 8am Hong Kong time (1am London time, 8pm July 13 New York time). 

Webinar details will be sending out a day before the event. Those new to Zoom will find instructions here on how to download the software and join the meeting. More information and details for signing up may be found by clicking here.

July 14: Agostino & Associates: Economic Impact Payment (aka 'the Stimulus money') Roundtable 

Agostino & Associates, the Hackensack, NJ and Brooklyn, New York-based tax law firm founded and headed up by Frank Agostino, will be hosting an online event it says is open to all taxpayers "with issues" having to do with the IRS's Economic Impact Payment. Among the scheduled participants, in addition to Agostino, will be IRS officials Brenda E. Stuart-Luke and Glen J. Gizzi, who will be on hand to answer questions as well.

Manhattan Local Taxpayer Advocate Darol Tucker is also scheduled to participate. 

The online roundtable will begin at  1pm Eastern Daylight Time (6pm UK time, 7pm Central European Summer Time), and run approximately 2 and a half hours. 

The event's sponsors include the New Jersey African American Chamber of Commerce, Trenton Housing Authority and IRS Communication and Liaison office. 

Those wishing to email questions to the panel in advance may do so, to This email address is being protected from spambots. You need JavaScript enabled to view it. or This email address is being protected from spambots. You need JavaScript enabled to view it.

Those wishing to listen to or participate in the event should register by signing up here. 

July 15: Dunhill Financial webinar: 'Second Quarter Economic Update'

Dunhill Financial, the Brian Dunhill-founded wealth management company, will host a free webinar on Wednesday, July 15, during which Dunhill will lead a discussion and analysis of the world economy as it looks at that point, as the second-quarter comes to an end, and what they future is likely to hold in store for investors. 

The webinar will begin at 2:30pm British Summer Time (3:30pm CEST) and will run for about an hour, ending with a Q&A session. For more information and to sign up for the webinar, click here.

July 22: Dunhill Financial and Partners Wealth Management: 'Financial Planning for U.S. Expats in the UK' webinar 

Dunhill Financial, the Brian Dunhill-founded wealth management company, and London-based Partners Wealth Management LLP will host a free webinar on Wednesday, July 22, during which they will be joined by American Citizens Abroad's executive director, Marylouise Serrato, to discuss 'Financial Planning for U.S. Expats in the UK'.

The Zoom webinar will "look at how to overcome the real and perceived hurdles for U.S. taxpayers resident in the UK", so that they might better and more efficiently plan their finances and invest wisely, the companies said, in a statement announcing the event. Among the topics they plan to address will be the "pitfalls Americans in the UK need to avoid". Serrato will explain how the ACA is available to help Americans resident in the UK, as elsewhere, and how, with the help of ACA members and other American expats, it is working to advocate for changes to make life easier for Americans resident overseas, such as through simplifying the way they're taxed. 

The webinar will begin at 2:30pm British Summer Time, and last about an hour, with a Q&A session at the end. For more information and to sign up, click here.

 July 22: Charles Schwab: 'Global Markets – What You Need to Know'

Charles Schwab, the San Francisco-based, NYSE-listed financial services brokerage firm and wealth manager, will be holding a live webinar that it says is aimed at helping its clients "plan and keep on track" with their financial goals. The session will provide "information about ways to leverage resources for investing, planning, trading and researching investments", according to the company. 

To register to participate in the webinar, which will begin at 2pm Greenwich Summer Time (3pm in mainland Europe, 8am New York time, 7am Chicago time), and which will be be presented by Schwab director of international research, Michelle Gibley, CFA, click here.  

August 19: Dunhill Financial webinar: 'How to Advise American Expats (In a Compliant Manner)'

Dunhill Financial, the London-based American expat specialist advisory firm, is hosting a Zoom webinar for other wealth managers interested in advising American expats in a compliant and correct way. Among the topics the webinar is scheduled to cover will be FATCA (aka the Foreign Account Tax Compliance Act); double tax issues, and double tax treaties; IRAs, 401Ks and other pension planning options and issues; estate planning for American expats; PFICs, and why you should avoid them; and Dunhill's financial investment product that the company offers in association with Australia's Praemium International. 

The webinar will begin at 2:30pm British Summer Time, and last around an hour. For more information and to sign up, click here. (After registering, you will receive a confirmation email containing information about joining the meeting.)  

Sept. 23: Dunhill Financial, Valiant Wealth, American Citizens Abroad, American Int'l Club of Rome webinar: ''Financial planning for U.S. expats in Italy' webinar, part 2 

Wealth management experts for London-based Dunhill Financial and Rome’s Valiant Wealth will host a free webinar on Wednesday, September 23, to address the financial planning issues affecting Americans living in Italy, or who are planning to. The webinar will be the second in a series on the subject of American expat wealth management issues in Italy.

As reported, the first outing took place in June, and included among its speakers Dunhill Financial founder Brian Dunhill, Valiant Wealth’s Tom Goold and Adam Smith, and American Citizens Abroad executive director Marylouise Serrato, all of whom will also participate in this session.

Also like the first webinar, this one will examine the challenges facing U.S. expats and taxpayers resident in Italy, as well as how they are best advised to invest and plan for their futures, given the myriad complications and often unforeseen difficulties they often encounter.

Joining Dunhill, Goold, Smith and Serrato for the session will be American International Club of Rome president Silvia Anna Zamarripa.

The webinar will begin at 3:30pm Central European Summer Time (2:30pm British Summer Time), and will end with a brief Q&A session. Advance registration is required. Those wishing to participate in the webinar should click here to sign up to do so.

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