Get Your Finances Ready for 2019 

Wednesday 12 December 2018

7:30 PM GMT/ 8:30 PM CET

 

We are Expats Too!

The Beacon Financial Education team consists of cross border professionals. We are away from home - just like you - and have lived in multiple countries ourselves, so we understand the financial concerns you have and the challenges you face when it comes to financial planning.


Our aim is to help those living abroad with their personal lifestyle planning and wealth management. Through hosting local seminars, informative articles in our bi-monthly newsletters and our tools & guides. And this Autumn we introduce a series of webinars to provide information and knowledge from the comfort of your own home.



Earn more money, or save more money, often is a top New Year’s resolution on people’s lists. However, many 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 utilize key tax-saving strategies does not usually work well, or they might not even be available at all.


December and January, however, are the perfect months to get your finances in order, assess where you can save some money (health insurance for example) and to reevaluate your investment portfolio and retirement schemes.

Especially when you have experienced or expect to experience a major life-altering event, such as recently having moved to another country – or planning to move away, marriage, divorce, a baby, having bought or planning to buy a house, or starting your own business!


We’ll be a happy to get you some tips to get started, to help you with improving your financial health and to provide you with a 2019 timeline that will help you to stay motivated and on track all year long.


Get Your Finances Ready for 2019!

Doing your finances is more challenging as an expat, usually having to report taxes in more than one country (especially when you are an American or U.S. connected person) or having accumulated pension plans in several countries.

About the Webinar

We will discuss the following topics, which will have an impact on your personal finances and tax planning strategies:

  • 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.


Now is the time to start reevaluating your financial situation!

Get to know the basics and more in a matter of minutes.

Get the information you need to get started!

Edward Mainwaring-Burton

A specialist in international asset management and financial planning for the last 10 years, having lived in the U.K., Netherlands, Switzerland and the UAE.

David Bellingham

Driven International Strategist, Consultant & Business Leader with extensive experience across Europe, the United Kingdom, Asia, UAE & Australia.

FINANCIAL ADVISOR

MANAGING DIRECTOR

GET YOUR FINANCES READY FOR 2019!

Sign up for our session on

Wednesday 12 December

at 7:30 PM GMT/ 8:30 PM CET

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Beacon Financial Education does not provide financial, tax or legal advice.

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You should consult your financial, tax or legal advisers for information concerning your own specific tax/legal situation.

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