North American Expat Financial Forum - Paris, France

North American Expat Financial Forum - Nice, France

North American Expat Financial Forum
Hosted by Dunhill Financial and the Adrian Leeds Group
Sponsored by Moneycorp Currency Specialists and Caye International Bank

FREE EVENT!* PLUS, STAY FOR DINNER WITH US AT CHEZ JENNY (€45/Person)!
DEADLINE TO RESERVE: MAY 25, 2018

Wednesday, May 30, 2018
4 to 8 p.m.
Chez Jenny, Paris, France

*Attendees must be 18 years of age and older, must reserve in advance. Seating is limited; reservations will be taken on a first come-first serve basis.

To reserve your place at the forum and for dinner at Chez Jenny, click here.

Seven international speakers are coming together for this very special event in Paris, France!...Take just a few hours of your time from 4 to 8 p.m. on Wednesday, May 30th, in the luxury of the meeting rooms at the historic Chez Jenny to learn all you need to know about planning for a successful financial future. Sure, it’s complicated, particularly for expats living on both sides of the big pond, but that’s why our team of experts will be discussing and enlightening you with the basics you need to know in order to plan and invest successfully, finance your property investments, minimize your taxes, protect your assets and deal with currency exchange to your benefit.

Our speakers, all professionals and experts in their field, will share with you their knowledge and experience on a variety of financial subjects designed specifically for North American expats...

  • Christelle Colairo of Moneycorp Exchange Experts will explain why a currency broker is the most cost effective and efficient way of exchanging currencies and managing your finances on different continents.
  • Brian Dunhill of Dunhill Financial, will go over the FATCA regulations and how to arrange your financial and estate planning in Europe.
  • Mojgan Ghanipour of MG Partners and Brian Dunhill, of Dunhill Financial, will explain how recent changes in French and American tax codes and how they will affect expats.
  • Michael Larsen, of American Citizens Abroadwill give an update on Residency-Based Taxation, and is it happening now?
  • Adrian Leeds, of the Adrian Leeds Group, will walk you through the process of purchasing French property and how much you can expect to invest.
  • Amaury de Monclin, Founder and manager of Bluesky Finance , will walk you through the 101 course of financing your French property.
  • Peter Zipper, President of Caye International Bank, Belize, will offer an off-shore banking alternative that is the best in the world for asset protection.

About half-way through we’ll take a pause for cocktails and hors d’oeuvres – provided by our sponsors, then, before we close, the entire panel will be open for a Q and A session – where you will be able to ask us anything!

You will have an opportunity to talk individually with the speakers and you will walk away with your own copy of the American Expat Financial Guide published by Dunhill Financial.

All this costs NOTHING – thanks to the sponsorship of Moneycorp Currency Specialists and Caye International Bank!...including the four hours of presentations, cocktails, hors d’oeuvres and your free copy of the American Financial Guide!

*Attendees must be 18 years of age and older, must reserve in advance. Seating is limited; reservations will be taken on a first come-first serve basis.

To reserve your place at the forum and for dinner at Chez Jenny, click here.

Learn more about our Guest Speakers:

 Christelle Colairo

Christelle Colairo, Regional Manager, Moneycorp Exchange Experts
“Saving you money on your international transfers”

Moneycorp logo

Christelle is an Account Manager for Moneycorp’s French and Belgian Key Partners. Christelle has been working with Moneycorp for three years and has experience building relationships with private clients and businesses. She moved over to the French and Belgian team given her French speaking skills. Before starting with Moneycorp she worked in tourism. Christelle is based in London, regularly travelling for work and loves to see what France and Belgium have to offer. For additional information on Christelle or Moneycorp, visit the website at moneycorp.com/

Brian Dunhill - Cross Border Planning

Brian Dunhill, AAMS, Dunhill International Financial Planners
“Financial Planning for American Expats”

Dunhill International Financial Planners

Brian is a financial Planner with a core emphasis on concentrated positions, and retirement planning for predominantly American Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. Brian received his Bachelor of Science in Finance with an International Business Background at the University of Central Florida and his Masters In Business Administration from the Masagung School at the University of San Francisco. He has also received the Accredited Asset Management Certification from the College for Financial Planning. Brian is currently President of the American Club of Brussels, a Board Member of the Augusta Chiwy Foundation, Sharkey Foundation and the Brussels Tigers (the local American Football team). Visit the website at dunhillfinancial.be/

mojgan
mgpartnerslogo

Mojgan Ghanipour, MG Partners Tax Advisors
"Managing Your Investment Currency Risk and Taxation"

Mojgan Ghanipour is a California Certified Public Accountant who started her career with KPMG in 1986. In 1989 she accepted an international position with KPMG Paris, in France. In 2000 she moved to New York City as Tax Manager with Ernst and Young, where she managed major expatriate engagements such as Pfizer. Upon her move back to France, she co-founded MG Partners Paris. Visit the website at mgpartnersparis.com/

 

Michael Larsen - American Citizens Abroad (ACA), Inc.

Michael J. Larsen, Member of the Board of Directors and
Executive Committee, American Citizens Abroad (ACA), Inc.
“Residency-Based Taxation, and is it happening now?”

American Citizens Abroad (ACA), Inc.

Born and raised in Los Angeles, Michael resides in London where he heads the UK Chapter of ACA, Inc. He is also has overall responsibility at ACA for new business development. Michael has been involved with ACA for more than 15 years, first in Geneva, where he served as an Executive Committee Member and since 2005 initially as a UK Country Contact. Michael is a Senior Managing Director at Harbert Management Corporation, a privately-owned, US-based alternative investment firm. Prior to joining HMC in November 2004 he held a variety of senior management roles in Europe and the Middle East first at Citigroup, with positions in New York, Bahrain, London, Zurich and Geneva, and then with a leading Swiss investment firm before returning to the UK in 2005. Michael received a Bachelor of Arts degree in Economics from Boston University, is registered with the UK Financial Conduct Authority and holds his FINRA/NASD Series 7 and 63 licenses. Michael is also a trustee and non-executive Director at Aspire, a leading multi-academy trust in Cornwall where he also chairs the Finance Committee, and is a liveryman with World Traders. He and his wife Corinne (a French national, from Paris) have two children and when not doting on their grandson enjoy taking extended breaks in Arizona and in Cornwall. For additional information on Michael, or American Citizens Abroad, visit the website at americansabroad.org.

Adrian Leeds - the Adrian Leeds Group

Adrian Leeds, Adrian Leeds Group
“The Process and Price of Purchasing French Property”

ALG logo

Adrian Leeds is founder and director of the Adrian Leeds Group, based both in the U.S. and France to provide a full range of services to "Francophiles" living in North America and France: a complete property consultation services including property search, purchase and sales assistance, financing, sales and marketing and development of fractional ownership properties. She speaks at conferences and seminars in both the U.S. and France on a variety of related topics to living and investing in France and hosts financial seminars and a variety of workshops. Her site AdrianLeeds.com provides a wealth of information for Francophiles as well as reservations and booking services of luxury apartments for a select group of property owners in Paris and Nice. She is the author and editor of the Parler Paris and Parler Nice Nouvellettres®, editor of French Property Insider. Adrian is the celebrated agent on more than 25 episodes of HGTV’s House Hunters International and an episode of FYI’s Tiny House World. In addition, she hosts a monthly coffee-gathering in Paris where a speaker on a different topic every month enlightens attendees from all over the world. For additional information on Adrian, or Adrian Leeds Group, visit the website at adrianleeds.com.

Amaury de Monclin

Amaury de Monclin, Founder and Director of Bluesky Finance
“The 101 Course on Financing Your French Property”

 Blue Sky Finance Logo

Bluesky Finance is a specialist independent mortgage broker. Our advisers provide high quality tailored mortgage solutions to international clients buying or owning properties in France. We can assist expats and international clients with their mortgage, refinance and cash-out requirements. Our commitment is to guide you and search the whole of the market to find the best deal to suit your circumstances. Prior to founding Bluesky Finance, Amaury worked for more than 20 years in the Consumer Finance industry where he held a variety of senior level Management roles. Working for leading banks and insurance companies, Amaury acquired an extensive knowledge of the property and mortgage markets. Born in the Champagne region of France, Amaury was educated in London and in the South of France. Amaury has lived half of his adult life in the UK and the US. He currently resides in France, near Paris. More information on www.bluesky-france-finance.com or contact@bluesky-finance.com

Peter Zipper - Caye International Bank

Peter Zipper, President, Caye International Bank, Ltd.
“Belize, the Best Offshore Banking Country in the World”

Caye International Bank, Ltd.

Peter Zipper is the President of Caye International Bank, Ltd. – Belize. He recently retired from the position of Senior Vice President and a Senior Member of the Management and Investment Committee at Anglo Irish Bank – Austria. After an extensive education in Vienna, Vancouver and Edmonton, he worked throughout North and Central America, and Africa. Mr. Zipper lived and worked in western Canada for 17 years, where he held various senior positions in the financial industry. In 1989, he assumed his position with Anglo Irish Bank – Austria, heading the international marketing department and managing an extensive network of financial advisors worldwide. For additional information on Peter, visit the website at cayebank.bz.

All this costs NOTHING – thanks to the sponsorship of Moneycorp Currency Specialists and Caye International Bank!...including the four hours of presentations, cocktails, hors d’oeuvres and your free copy of the American Financial Guide!

*Attendees must be 18 years of age and older, must reserve in advance. Seating is limited; reservations will be taken on a first come-first serve basis.

To reserve your place at the forum and for dinner at Chez Jenny, click here.

Forum Agenda
(Subject to Change)

3:45 p.m.
Registration

4:00 p.m.
Opening Remarks, Adrian Leeds

4:10 p.m.
Peter Zipper, President, Caye International Bank, Ltd.
“Belize, the Best Offshore Banking Country in the World”

4:55 p.m.
Mojgan Ghanipour of MG Partners and Brian Dunhill, Dunhill Financial
"Managing Your Investment Currency Risk and Taxation"

5:30 p.m.
Brian Dunhill, Dunhill Financial
“Financial Planning for American Expats”

5:50 p.m.
Break – Drinks and Hors d'Oeurvres! Be back in your seat at 6:10 p.m.!

6:10 p.m.
Amaury de Monclin, Bluesky Finance
“The 101 Course on Financing Your French Property”

6:35 p.m.  
Adrian Leeds, Adrian Leeds Group
“The Process and Price of Purchasing French Property”

7:10 p.m.
Michael J. Larsen, Member of the Board of Directors and Executive Committee,
American Citizens Abroad (ACA), Inc.
“US Banking from Abroad and an Intro to the State Department Federal Credit Union"

7:30 p.m.
Christelle Colairo, Moneycorp Exchange Experts
“Saving you money on your international transfers”

7:50 p.m.
Q and A with the panel of professionals

8:00 p.m.
Dinner at Chez Jenny in the Main Dining Room

Optional Dinner at Chez Jenny at 8 p.m.!

Dinner at Chez Jenny - Paris, France

Chez Jenny 39 Boulevard du Temple Paris 2006

choucroute

Join us after the forum for a sumptuous dinner Chez Jenny! It’s optional, but it will be fun and delicious! Chez Jenny, an Alsatian brasserie, is the emblem of Place de la République! The entire brasseries is adorned with inlays signed by Charles spindler and sculptures in solid oak by Albert Erny, two renowned Alsatian artists. The Chef honors Alsatian specialties such as sauerkraut and flammekueche. The restaurant also offers a wide range of seafood and shellfish. €45 per person includes choice of one Entrée, one Main Course and one Dessert, plus 25cl wine or 33 cl Kronenbourg Beer on Tap + Mineral Water + Café:

Entrées
Ravioles du Dauphiné, crème de Parmesan, ciboulette or
Salade de haricots verts, champignons, noisettes et moutarde à l'ancienne or
Soupe de saison
Plats
Choucroute République (Echine de porc, poitrine de porc fumé, saucisse de Strasbourg) or
Suprême de volaille, pommes de terre et courgettes jaunes or
Pavé de saumon, purée de pommes de terre, beurre blanc
Desserts
Coupe glacée Chez Jenny or
Crème brûlée à la vanille Bourbon
Drinks
25cl Riesling Klipfel or
25cl Pinot Noir Klipfel or
33cl Kronenbourg pression +
1/3 mineral water +
Café

To reserve your place at the forum and for dinner at Chez Jenny, click here.

Forum LogoNorth American Expat Financial Forum
Sponsored by Dunhill Financial and The Adrian Leeds Group

Wednesday, May 30, 2018
Doors open at 3:45 p.m.
Forum begins promptly at 4 p.m.

Forum Location: Chez Jenny
39 Boulevard du Temple
75003 Paris
Métro République (Lines 3, 5, 8, 9, 11)

Click Here for a Map of the Location