US-Swiss cross-borders: The everyday issues
| What |
|
|---|---|
| When |
May 03, 2011
from 06:15 PM to 08:30 PM |
| Where | swissnex Boston |
| Contact Name | Marie-Charlotte |
| Contact Phone | (617) 876-3076 ext. 118 |
| Add event to calendar |
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US-Swiss cross-borders: The everyday issues
At this occasion, Jonathan Lachowitz*, Certified Financial PlannerTM, professional in both the United States and Switzerland, will review various cross-border financial planning topics including:
which confront families, individuals, employers and employees on a regular basis.
You may ask questions at the event or send them in advance to the email address below before May 2nd.
Fees:
$20/person
Please, pay on site by check if not a Swiss American Chamber of Commerce member. SACC members should register online if possible.
Swiss style reception to follow.
Please R.S.V.P., seats are limited!
*Jonathan Lachowitz is a Certified Financial Planner professional and independent investment advisor in both the US and Switzerland. He has his own small businesses in both the US (Lexington, MA) and Switzerland (Lausanne) working with private individuals in the areas of investment management and general financial planning including retirement, tax, estate, education and especially cross-border issues. Jonathan is specialized in tax issues that affect Americans living overseas and non Americans living in the US. He is a board member of the Swiss Financial Planners Organization and American Citizens Abroad. Jonathan is a member of the Swiss American Chamber Commerce and is a dual national US-Swiss.
