Portugal events

US Financial Planning 1:1 Consultations - Tavira

Wednesday 12 June 2024

This event has finished.

Started 10:00 AM

Finished 18:00 PM

Organized by Chase Buchanan USA

Venue: Cafetaria Originato

Address: 106 Rua José Pires Padinha
8800-354 Tavira

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About this event

Get personalized advice on tax and financial planning for the US and Portugal in one-on-one consultations in Tavira!Join us for “US Financial Planning 1:1 Consultations in Tavira,” an event where you can meet individually with an experienced US financial advisor in Portugal.

While other nationalities only have to deal with the complexities of the tax rules where they live, Americans always have to balance the US rules against local tax laws. This is where we come in – hoping to bridge the knowledge gap for Americans in Europe by always providing free initial consultations and acting as a resource for the American community abroad.

Our process starts by considering your entire asset base and income, the Double Taxation Agreement between the US and Portugal, and your goals, preferences, and constraints. We then create a holistic, tailored financial plan to help guide you towards your goals. Our services are best suited to long-term relationships where we add significant value and benefit to our clients’ financial security and lifestyle.

As a US Registered Investment Advisory firm, we are fiduciaries and have a legal obligation to act in our clients’ best interests.

Who Should Attend:

US expatriates living in Portugal

Dual citizens managing finances across borders

Individuals with investments or financial interests in the US

Event Details:

Date: June 12th, 2024

Location: Originato Coffee & Food — Tavira, Portugal

Registration: Schedule your 30min slot between 10.00am — 6.00pm

This event offers a valuable opportunity to secure your financial future with expert guidance.

Register now to reserve your spot for a one-on-one consultation.

Meet the Expert

Ricardo Jesus, a native of the breathtaking Algarve in Portugal, made his mark in the US through competitive tennis, securing full academic and sports scholarships that paved the way for his American education. After graduating from the University of Mississippi (Ole Miss) and later earning an MBA from the University of Tulsa, Ricardo settled into a career in the finance world.

Now based out of the Algarve, Ricardo specializes in financial strategies for clients in Portugal, France, Spain, and Italy. His expertise covers financial and tax planning, alongside smart investment management. He has a knack for simplifying the complexities of global financial planning.

This page last updated Sunday 2 June 2024 at 23:53.

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