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Financial Planning Webinar for US Connected Persons in Italy

Are you an American in Italy or looking to move to Italy?

Having trouble with your finances and investments?

Join our webinar!

We’ve teamed up with DUNHILL FINANCIAL and the American International Club of Rome to present an exciting webinar for US expats and US connected persons in Italy.

EVENT DETAILS: WEDNESDAY 24TH JUNE, 3:30PM CET

We’ll be looking at how to overcome the real and perceived hurdles for US tax payer residents in Italy or looking to move to Italy and explain how to avoid any obstacles and plan your finances effectively.

In addition we will be joined by guest speakers from the American Club of Rome and the American Citizen Abroad, who will discuss the many issues that face American expats living in Italy.

Agenda:

  • Introduction to American International Club of Rome (AICR)
  • Financial Planning in Italy
  • Issues related to Americans in Italy
  • How American Citizen Abroad (ACA) can assist
The webinar will conclude with a short Q&A session with our panelists:

Tom Goold & Adam Smith (Valiant Wealth),

Brian Dunhill (Dunhill Financial),

Marylouise Serrato (American Citizens Abroad)

Silvia (American Club of Rome).

Please register in advance:

Click here to register for the event
Get in touch

Get in touch for a FREE consultation

We firmly believe that your location in the world should not be a barrier to receiving fair, independent and transparent financial advice that you can trust.

We work with clients across the globe and can offer you a FREE initial consultation wherever you are.

It all starts by getting in touch!

Simply complete the contact form and someone will be in touch for an informal chat to discuss how we can help.

Thomas Andrew Goold and Adam David Smith, trading as Valiant Wealth, are members of OpesFidelio and authorised to give financial advice subject to contract in parts of the EEA (Excluding the UK). OpesFidelio is a trademarked network of the Aisa Group which includes Aisa Financial Planning Ltd. Aisa Financial Planning is authorised and regulated in the UK as an independent financial adviser for UK retail clients by the Financial Conduct Authority and has permissions throughout the EEA under both directives IMD and MiFID.