Arete Wealth Strategists Australia invites you to join us for our next webinar entitled 'Retiring to Australia? Long Term Departure Planning Guide (Part 1)'
USA🇺🇸 Tuesday, Sep 21 at 5:30PM PT / 8:30PM ET
AUS🇦🇺 Wednesday, Sep 22 at 10:30AM in Brisbane/Sydney/Melbourne
In the first webinar of the series, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/Australia) CFP®, AIF® CEPA™ will address the following topics:
Fundamentals of residency and covered expatriates
Locating your assets in your country of domicile
Creating a plan to transition assets - what asset to hold where?
When/how to transition your advisory team so you're getting the best advice
I hope you can join us!
Be sure to register to be notified once the recording is available. You can find all our past webinars on our YouTube channel here.
Presenter: Ashley S. Murphy
Tri-citizen of the US, Australia and the UK & Principal of Areté Wealth Strategists Australia, Financial Planning firm based in the US, whose expat clients constitute 90% of its portfolio.
Frequently Asked Webinar Questions
1-Can I ask questions?
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
2-Do I Need To Be A Client of Arete Wealth Strategists to attend?
Not at all. These webinars are designed for all Australian expats, not just clients of Atlas Wealth Management.
3- What If I register but can’t make it?
It’s all good. We will be recording the seminar and will send out a link a couple of days after.
4- Can I invite a friend to attend as well?
Certainly. Just give them this website address and ask them to register.