North American Expat Financial Forum
Sponsored by Cross Border Planning and The Adrian Leeds Group
FREE TO THE FIRST 35 REGISTRANTS!
(Thanks to our sponsors -- Moneycorp, Caye International Bank, Cross Border Planning and Adrian Leeds Group)
October 17, 2016
4 to 8 p.m.
Hôtel Ellington, Nice, France
Five international speakers are coming together for this very special event in Nice, France!:
Brian Dunhill, Cross Border Planning (formerly Dunhill Financial)
Bruno Gruat, Moneycorp Exchange Experts
Adrian Leeds, Adrian Leeds Group
James McEvoy, Cross Border Planning
Peter Zipper, Caye International Bank
Take just a few hours of your time from 4 to 8 p.m. on Monday, October 17th, in the luxury of the elegant and lovely Hôtel Ellington 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...
Brian Dunhill, along with James McEvoy of Cross Border Planning, will go over the FATCA regulations and how to arrange your financial and estate planning in Europe.
Bruno Gruat 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.
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.
And I, Adrian Leeds, of the Adrian Leeds Group, will give you the 101 course of financing your French property.
About half-way through we’ll take a pause for drinks and snacks – then, before we break for a closing cocktail with hors d’oeuvres, the 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 Cross Border Planning.
All this costs nothing (!) (when you register in advance, 30€ at the door) including the four hours of presentations, drinks, snacks, cocktails, hors d’oeuvres and your free copy of the American Financial Guide!
Our Guest Speakers:
Brian Dunhill, AAMS, Cross Border Planning (formerly Dunhill Financial)
“Financial Planning for American Expats”
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).
James M. McEvoy, Cross Border Planning
“Insurance & Estate Planning for American Expats”
Throughout his more than 25 years in the financial services industry, James has helped his individual and business clients develop and implement trust, insurance and investment plans designed to help achieve or work toward their personal and corporate financial goals and objectives. James specializes in helping Americans and holders of green cards who reside outside of the United States coordinate their investment, retirement and estate planning in a manner compliant with their regulations of the various countries in which they live. He is insurance and securities licensed in both the United States and inside the European Union, and draws upon the expertise of a network of tax specialist in these countries to assist in his planning. A 1977 graduate of Bowling Green State University at Bowling Green, Ohio with a Bachelor of Science degree in Business Administration. He earned his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, PA in 1994; his Chartered Financial Consultant (ChFC) designation in 1997; and his Accredited Estate Planner (AEP) designation in 2001. James is a Life and Qualifying member of the international Million Dollar Round Table (MDRT) and has served on its management council and various other leadership committees; he is a member of the National Association of Estate Planners and Councils; and he serves on the Legal and Taxation Committee of the American Chamber of Commerce in Belgium. He has written a number of tax and estate planning articles for publications in Belgium and Luxembourg. In his free time, James enjoys cycling, travel, and coaching little league baseball. In 2004, he coached the Belgian All-Star team to the Little League World Series. He has served on the board of directors of the Brussels Sports Association, and has been a volunteer with the charity group United Fund for Belgium since 1992.
Adrian Leeds, Adrian Leeds Group
“Financing French Property 101”
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 23 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.
Peter Zipper, President, Caye International Bank, Ltd.
“Belize, the Best Offshore Banking Country in the World”
Peter Zipper is president of Caye International Bank in Belize since 2006. He has over 30 years of international banking experience. Mr. Zipper graduated from the Geographic Institute in Vienna, Austria, with a degree in geography and cartography. Immediately after he attended the Austrian National Military Academy, as a result, he served in active duty with the United Nations Peace Keeping Troops during the conflict in Cyprus. Mr. Zipper retired from the military with honors as an officer--infantry. After graduating from Staron Flight Academy in Vancouver, Canada, he worked actively during the 1970s as a commercial pilot throughout Northern Canada, Nigeria, and Costa Rica. Mr. Zipper subsequently retired from aviation and later received his international finance education at the University of Alberta in Edmonton, Canada, and began his long career in finance around the globe. During his career, he lived and worked in the Americas, Europe, and Asia, where he held leading positions with multinational financial institutions. Mr. Zipper is a sought after speaker and commentator covering international geopolitical and financial issues. Over the years, he has lectured at thousands of events and radio and television shows in both English and German.
Bruno Gruat, Regional Manager, Moneycorp Exchange Experts
“Saving you money on your international transfers”
Bruno joined Moneycorp in August 2015 as Regional Manager for the Provence-Alpes-Cote-d’Azur region and is based out of the Antibes office. Bruno brings a wealth of experience to the team having successfully worked with international clients in the south of France for over ten years with BNP Paribas International Buyers. Bruno is responsible for developing partnerships within the private client and corporate sectors across the Riviera and in the Alps. He speaks fluent French and English having learnt English with the University of Cambridge in Edinburgh gaining a diploma in Accounting & Finance. Bruno is married with two young children. When he is not doing VTT with his son or outdoor activities with his daughter, you will find him on the golf course where he claims to have a 330yd drive. Watch this space (and your windows).
The first 35 registrations are FREE!
Or 30€ at the door
To reserve your spot: email [email protected]
Drinks, snacks and special closing cocktail included.
Includes a free copy of the American Financial Guide.
Monday, October 17, 2016
Doors open at 3:45 p.m.
Forum begins promptly at 4 p.m.
Forum Location: Hôtel Ellington
A few minute walk from the beach, this classic hotel is close to the tramway and all Nice has to offer. There’s a warm jazz bar, plus a sophisticated lounge and a terrace with seating.
25 Boulevard Dubouchage, 06000 Nice
+33 (0) 4 92 47 79 79