North American Expat Financial Forum - Paris, France

Forum Logo 2019

North American Expat

Financial Forum

Hosted by Dunhill Financial and the Adrian Leeds Group
Sponsored by Moneycorp Currency Specialists

Wednesday, September 18, 2019
4 to 8 p.m.
American Church of Paris, Paris, France

FREE EVENT!*
DEADLINE TO RESERVE: SEPTEMBER 15, 2019

*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, click here.

A group of 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, September 18th, at the American Church of Paris 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...

  • Kimberly Bingham, of Private Rate/La Central de Financement, will walk you through the 101 course of financing
  • 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.
  • 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.
  • Michael Larsen, of American Citizens Abroad, will 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.

About half-way through we’ll take a pause for cocktails and snacks – 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 Dunhill Financial, Moneycorp Currency Specialists and the Adrian Leeds Group!...including the four hours of presentations, cocktails, snacks 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, click here.

Learn more about our Guest Speakers:

 Bruno Gruat

Bruno Gruat, Regional Sales Manager, Moneycorp Exchange Experts
“Saving you money on your international transfers”

Moneycorp logo

Bruno is the Regional Sales Manager for Moneycorp’s French and Belgian Key Partners. Bruno joined Moneycorp in 2015 after running the sales team in Nice for BNP Paribas International Buyers, solely focussed on securing mortgages in France for non-resident buyers. He is native French (speaks English with a wonderful French accent) and has lived in the south of France all his life. Passionate about his children, golf, and of course the currency markets, Bruno is a perfect contact for expatriates in any part of France. For additional information on Bruno 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 35 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.

Kim Bingham

Kim Bingham, International Mortgage Broker and Head of International Markets at Private Rate, the International Branch of La Centrale de Financement
“The 101 Course on Financing Your French Property”

 logo central financement
Kim Bingham, as the International Mortgage Broker and Head of International Markets at La Centrale de Financement, develops business relationships with clients and financial and real estate professionals across the world to assist in securing financing for property purchases in France and worldwide. As a fully trilingual international mortgage broker (English, French, Italian), she guides international buyers in all aspects of property financing and is delighted to help buyers realize their dream of property ownership. Her professional experience in French real estate ranges from work in rentals and transactions to financing the smallest pied-à-terre, large family apartments, commercial spaces and hôtel particuliers in Paris, as well as châteaux and large estates across France.

Website : http://www.private-rate.com
Loan request form : https://www.private-rate.com/your-financing/
Email : k.bingham@private-rate.com

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, click here.

Forum Agenda
(Subject to Change)

3:45 p.m.
Registration

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

4:15 p.m. 

Brian Dunhill, Dunhill Financial with Mojgan Ghanipour of MG Partners
“Financial Planning for American Expats.”

5:15 p.m.
Kim Bingham, Private Rate/La Centrale de Financement
“The 101 Course on Financing Your French Property”

5:45 p.m.
Break – Drinks and snacks! Be back in your seat at 6:00 p.m.!

6:00 p.m.
Adrian Leeds, Adrian Leeds Group
“The Process and Price of Purchasing French Property”

6:45 p.m.  
Michael J. Larsen, Member of the Board of Directors
and Executive Committee, American Citizens Abroad (ACA), Inc.

7:15 p.m.
Bruno Gruat, Moneycorp Exchange Experts
“Saving you money on your international transfers”

7:45 p.m.
Q and A with the panel of professionals

8:00 p.m.
Au revoir!
 

Forum Logo 2019North American Expat

Financial Forum

Hosted by Dunhill Financial and the Adrian Leeds Group
Sponsored by Moneycorp Currency Specialists

Wednesday, September 18, 2019
Doors open at 3:45 p.m.
Forum begins promptly at 4 p.m.

Forum Location:
American Church of Paris

65 Quai d'Orsay, 75007 Paris
Métro Alma-Marceau, Invalides (Lines 8, 9, 13)

Click Here for a Map of the Location