Description

Please join us for an online presentation on the current investment climate and retirement outlook for international professionals and their families living in the U.S.

There are many successful foreign-born professionals living in the United States, and they are often frustrated by the complexity of their personal financial affairs as a result of obtaining U.S. tax residency. Many long-time residents may be considering retirement or moving away from the U.S., which brings with it other financial uncertainties made more difficult by the pandemic and the current economic downturn.

In this presentation, we will address the current economy and investment markets, exploring opportunities among various asset classes, and the effects of rising inflation and interest rates. Observations will be made through the lens of international families with cross-border wealth management needs.

Financial topics to be discussed include:

• Stock market investing in a time of slowing growth or recession
• Rising inflation and the effect on retirement planning
• Adjusting to rising interest rates; a headwind to asset values
• An outlook on U.S. taxes
• How to adjust 401(k) and other retirement savings plans given the changing landscape
• Employer stock compensation given stock price declines
• Real estate outlook – in the U.S. and abroad
• Cross-border retirement planning

SPEAKERS

Andrew Fisher

Partner 

Cerity Partners

Andrew Fisher is a Partner at Cerity Partners located in San Francisco. He is an experienced wealth manager with a focus on advising successful families with complex financial situations. Andrew serves as the practice leader for Cross-Border Planning, having long specialized in advising successful cross-border families – both Americans living abroad and foreign professionals living in the U.S. In 2017, Andrew authored The Cross-Border Family Wealth Guide, the leading resource on financial planning for globally mobile families.

Libby Dawson

Principal 

Cerity Partners

Libby Dawson is a Principal with Cerity Partners in San Francisco, focusing on wealth management and financial planning for successful families with complex financial lives, often with affairs in multiple countries. Libby has lived all over the world, so she understands the benefits and challenges that go with a cross-border life.

Registration

GABA Members: Free
Non-GABA Members: $30

ABOUT CERITY PARTNERS

Cerity Partners is a leading, national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. The firm's in-house experts of tax advisors, financial planners, investment professionals and retirement plan consultants are passionate about and committed to providing objective financial advice and oversight. Additional information can be found at www.ceritypartners.com.

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