BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Global Atlanta - ECPv6.15.18//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://www.globalatlanta.com
X-WR-CALDESC:Events for Global Atlanta
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251112T120000
DTEND;TZID=America/New_York:20251112T130000
DTSTAMP:20260403T164903
CREATED:20251021T160653Z
LAST-MODIFIED:20251022T213754Z
UID:10040886-1762948800-1762952400@www.globalatlanta.com
SUMMARY:Top 10 Smart Wealth Moves for U.S. - France Residents
DESCRIPTION:Discover key financial planning insights for those with connections to both the U.S. and France. \n\n\n\nJoin this web presentation focused on the unique financial planning opportunities and challenges facing individuals and families with ties to both the United States and France. Whether you are a U.S. citizen living in France or a French national residing in the United States\, managing wealth across two separate financial\, tax\, and legal systems requires careful coordination. When combined\, these systems can create both complexity and opportunity.  \n\n\n\nThis presentation will outline the Top 10 Smart Wealth Moves to help globally mobile families align their financial lives on both sides of the Atlantic. You’ll gain insights into minimizing tax exposure\, investing effectively within cross-border regulatory limits\, and structuring estate plans that respect both U.S. and French legal frameworks.  \n\n\n\nTopics include: \n\n\n\n1. Cross-border tax awareness – staying compliant while navigating residency and treaty rules and managing French wealth tax. \n\n\n\n2. Investing with confidence – avoiding PFIC pitfalls\, understanding U.S. and E.U. restrictions on foreign funds\, coordinating French and U.S. retirement savings\, and using income tax treaty benefits. \n\n\n\n3. Estate planning clarity – integrating U.S. and French succession rules\, wills\, and trusts under EU Regulation 650/12. \n\n\n\n4. Actionable strategies – practical steps to protect\, grow\, and transfer your wealth between both countries. \n\n\n\nAbout Cerity Partners  \n\n\n\nCerity 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. \n\n\n\n\nRegister\n\n\n\nDownload Flyer\n\n\n\n\nFeatured Speakers\n\n\n\n\n\n\n\n\n\n\n\nAndrejs Pilajevs\, Principal at Cerity Partners\, Washington\, DC\nAndrejs is experienced in working with U.S. ex-pats\, non-resident aliens (NRA)\, and mixed-nationality families with a global presence. With experience living overseas and holding multiple citizenships\, Andrejs brings a personal insight into the intricacies of expatriate life. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\nLibby Dawson\, Partner with Cerity Partners\, Washington\, DC\nLibby Dawson has over 20 years of experience in financial services\, working with institutions and high net worth families. She has lived all over the world – including Switzerland and Montreal\, so she understands the unique benefits and challenges that go with a cross-border life.
URL:https://www.globalatlanta.com/event/top-10-smart-wealth-moves-for-u-s-france-residents/
LOCATION:Virtual
CATEGORIES:Banking,Europe,Featured,France,Investment,Investors,Real Estate,Tax
ATTACH;FMTTYPE=image/png:https://www.globalatlanta.com/wp-content/uploads/facc-events-logo.png
END:VEVENT
END:VCALENDAR