First-ever '2021 Expats Virtual Financial Summit' set for Jan. 26 - 29

January 18, 2021
By staff writer
News

Over four days beginning on Tuesday the 26th of January, ten experts from around the world will be sharing their expertise on a range of financial topics of interest to American expats, as part of the first of what it is thought could become a series of "virtual financial summits" aimed at Americans who live outside of the U.S.

The "2021 Expats Virtual Financial Summit", as it's officially being called, is being made available to expats around the world free of charge. It will be screened live online, and available afterwards, again online, for those who couldn't make the live event, according to a spokesperson for Bright!Tax, one of the nine companies whose experts are scheduled to participate.

The website for registering, and where the presentations will later be made available, is ExpatsSummit.com.

The event will be moderated all four days by Helen Burggraf, the editor of this website. It will feature two speakers each day, except for Wednesday Jan. 27, when three speakers are scheduled. On Thursday, two representatives from the American Citizens Abroad – ACA executive director Marylouise Serrato, and the organization's legal counsel, Charles Bruce – will share a slot.

Although the summit will focus primarily on the myriad financial issues facing Americans who live outside the U.S., as its name suggests, some of the presentations will address other topics of interest to expats.

Jeff Opdyke, the Prague-based American editor of The Savvy Retiree, for example, and a former Wall Street Journal journalist and book author, will address “International Destinations and Opportunities for Americans Abroad”, while International Living senior editor Dan Prescher will share what he knows (better than almost anyone) about “The Benefits of Retiring Abroad”.

The other speakers currently planning to share their insights over the four day course of the summit are Bright!Tax Partner and Managing CPA Katelynn Minott; Silver & Co. founding partner Monte Silver; Dunhill Financial founder Brian Dunhill; Thun Financial founder David Kuenzi; TFG Global Insurance Solutions president David Tompkins; and Democrats Abroad's DAUK Tax Committee Chair, London-based Rebecca Lammers.

To see the schedule of presentations, click here. (All times given are in EST, so those interested in viewing the presentations should calculate their local time in the standard way.)