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Bill Monty

Cross-border Financial Planning and Wealth Management

A Talk by Bill Monty (Sable International)

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About this Talk

Managing your finances gets more complex — and more important — when you cross international borders. In this session, you'll learn the fundamentals of cross-border financial planning and wealth management, including how to protect your assets, optimize your investments, navigate tax obligations, and plan for long-term financial security while living abroad. We'll also cover common pitfalls expats face and strategies to keep your wealth growing no matter where you call home. Whether you're moving for work, retirement, or a fresh start, this session will help you build a smart, sustainable financial future across borders.

24 May 2025, 08:45 PM

08:45 PM - 09:30 PM

About The Speaker

Bill Monty

Bill Monty

Sable International

Location

Marriott Rivercenter

101 Bowie, San Antonio

Salon K-L

Sora Schools

Beacon Global

EcuaAssist

Expat Insure

International Relocation Partner

International TEFL Academy

Legalize That Doc

Money Corp

Moving To Spain

She Hit Refresh

Start Abroad

Viv Europe

Arton Capital

NomadGO

Sierra Atlantica

Carmelita Gardens

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