U.K. to U.S. Financial and Tax Planning Event

7-9th November 2017

Learn from leading professional service firms from the UK and USA to explain what globally mobile individuals and families should be doing, potential pitfalls and possible solutions.

7th November
8th November
9th November
Boston
New York
Philadelphia

Or contact Emily at eyeung@cbfp.co.uk

The Roadshow

Join one of our free events to be in the chance to win a hamper of British goodies!
3 Days, 3 Cities, 6 Talks

Individuals 11:30am - 1:30pm

An opportunity to create a better understanding of your financial and tax considerations when moving between the UK and USA. Our guest speakers are there to help guide you, answer your questions and make you feel more confident about your financial situation.

Professional Services 4:00pm - 7:00pm

Are you an attorney, tax advisor, family office with globally mobile clients. Do you work or own a business with employees moving countries? Come join us at happy hour! An opportunity for you to come and learn more about important financial and tax considerations for globally mobile individuals. Presentation will begin at 4:30pm.

Free Event

  • U.K. to U.S. Financial and Tax Planning Event - Philadelphia 2017
    Philadelphia Marriott Downtown
  • U.K. to U.S. Financial and Tax Planning Event - Philadelphia 2017
    The Chamber of Commerce
  • U.K. to U.S. Financial and Tax Planning Event - New York 2017
    New York Marriott Marquis
  • U.K. to U.S. Financial and Tax Planning Event - New York 2017
    New York Marriott Marquis
  • U.K. to U.S. Financial and Tax Planning Event - Boston 2017
    Boston Marriott Long Wharf
  • U.K. to U.S. Financial and Tax Planning Event - Boston 2017
    Boston Marriott Long Wharf
 
 

Speakers

Tax Advisor for UK US Tax Services
Finanical Advisor at Raymond James
Financial Advisor at Cross Border Financial Planning
Invesment Manager at LGT Vestra US Limited

Compliant investing between the U.K. and the U.S.
Show More
 
 

Find us

7th November
Downtown Boston
Venue: Marriott Long Wharf
8th November
Midtown New York
Venue: Marriott Marquis
9th November
Philadelphia Center City
Venue: Chamber of Commerce
and Marriott Down Town
 

PARTNERS

Contact Us