Event Details

Smarter You Series – How to Retire Abroad

Date: July 10, 2020

Time: 12:30pm-2:00pm

Location:

Brio Office

It may sound relaxing to retire to a vineyard in Tuscany or a bungalow in Belize, but what does it really take to live outside the U.S.? Financial planner Gene Elliott, RICP, will help you learn from our clients who have made the move. He will talk about things to consider, such as your tax situation, permanent residency status, health coverage needs, where to keep your money, and more.

To join the call from your computer, tablet or smartphone click the link below:
https://global.gotomeeting.com/join/923576085

If you would like to dial in, use the number and code below:

Call In: +1 (646) 749-3122

Access Code: 923-576-085

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.