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AMCHAM Top 10 Financial Planning Issues for Global Families Webinar
DATE & TIME

Wednesday, December 08, 2021

10:00 AM - 11:00 AM

VENUE

Online (Zoom)

EVENT DESCRIPTION
U.S. citizens, green card holders, and others with connections between the United States and Korea face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.
You are exclusively invited to a presentation designed to address the unique investment management and financial planning issues currently facing American citizens living in Korea. Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions. This presentation addresses common issues encountered by American investors living in Korea and provides an overview of compliant U.S./Korean financial planning strategies. Topics include:

• Building a strategic and tax efficient investment portfolio
• Use of U.S. and Korean investment accounts
• FATCA (Foreign Account Tax Compliance Act) and its consequences
• Korean residency and domicile rules
• Currency management
• International estate planning
• College savings
• Planning for families that include a non-U.S. spouse

Detail

TOPIC U.S./Korean Financial Planning, Investing, Tax, U.S. Citizens, Estate Planning
COST KRW 0 for non-members
KRW 0 for members
RSVP/
PAYMENT BY
Noon, Tuesday, December 07, 2021

About the Speaker

Frederic Behrens, Director & Wealth Advisor of Round Table Wealth Management

Frederic Behrens is a Director, Wealth Advisor with Round Table Wealth Management. He is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships. He is experienced in working with high-net-worth individuals and international families.
In particular, Frederic has significant experience working with U.S. citizens living abroad, non-resident aliens, and mixed-nationality families. Well-informed on tax and compliance issues, Frederic authored a widely-cited article on FATCA for the Wisconsin Law Review. He brings significant cross-border tax and international estate planning expertise to his client relationships.
Frederic is a graduate of the University of Georgia (B.B.A., International Business) and the University of Wisconsin (J.D.). He holds the CERTIFIED FINANCIAL PLANNER™ designation. Frederic enjoys cross-country skiing and exploring New York City with his rescue dog.

Steven Giacona, CEO and Managing Partner of Round Table Wealth Management

Steven Giacona is a Partner and the Chief Executive Officer of Round Table Wealth Management. He is a member of the firm's Investment Committee and has over 30 years of experience in advising individuals and families on complex tax and investment matters.
His responsibilities include managing client relationships, developing risk-based asset allocation models, researching and advising on public and private investments, designing business, estate and income tax transactions, overseeing the selection of the firm's investment managers, custodians and related due diligence, and managing the firm's growth. Steven's areas of expertise include non-traditional investors, attorneys, business owners, and international families.

Click to view SPEAKER’S FULL BIO

Contact

(email) amchamrsvp@amchamkorea.org

(phone) 02-6201-2255

How to Join an AMCHAM Webinar

Please refer to the following link to find out more about AMCHAM webinar:
https://bit.ly/2wGhmwt

Register