Paratus USA Cross-Border Planning for Americans in Europe
Co-hosted with Atlex Legal
After registering, you'll receive a confirmation email from Microsoft Teams. If you don't see it within a few minutes, please check your spam or junk folder.
Live Educational Webinar
Atlex Legal Paratus Wealth USA
Financial Planning Questions Americans Should Review Before and After Relocation
Moving to Spain involves more than a visa application. For Americans, it can involve a coordinated set of decisions across immigration, residency, and U.S. financial planning. Those decisions are often easier to review when you understand the questions before you need the answers.
After registering, you'll receive a confirmation email from Microsoft Teams. If you don't see it within a few minutes, please check your spam or junk folder.
About the Webinar
Join Atlex Legal and Calvin Thomas of Paratus Wealth USA for a structured, educational session covering what Americans considering a move to Spain, or already living there, should be reviewing on both sides of the process.
Atlex Legal will cover Spanish immigration, visa, residency, and relocation considerations. Calvin Thomas will cover U.S.-regulated financial planning considerations for Americans coordinating U.S. assets with life in Spain.
This session is planning-first and educational. It does not provide individual legal, tax, immigration, investment, or financial advice, and it is not a sales presentation.
Session Format
Who Should Attend
This webinar is designed for U.S. citizens considering a move to Spain and Americans already living there, including:
What We Will Cover
Meet the Speakers
Founder and Director, Atlex Legal
Max Agazzi has been practicing immigration law for 10 years, and he is the Founder and Director of Atlex Legal, a Barcelona-based Spanish immigration law firm. Max has helped more than 1,500 clients make their dream move to Spain.
Max will speak in general educational terms about Spanish immigration, visa, residency, and relocation matters.
Cross-Border Planning Lead, Paratus Wealth USA
Calvin Thomas is the Cross-Border Planning Lead at Paratus Wealth USA, Series 65 qualified, with more than twenty years of international wealth management experience focused on cross-border planning for U.S.-connected clients in Europe.
Calvin will speak in general educational terms about U.S.-regulated financial planning considerations for Americans living abroad.
Registration
Registration is managed through Microsoft Teams. You will complete registration and receive your webinar access information directly from Teams.
After registering, you'll receive a confirmation email from Microsoft Teams. If you don't see it within a few minutes, please check your spam or junk folder.
Important Disclosure
This webinar is for general educational purposes only.
It does not constitute legal, tax, immigration, investment, or financial advice, and nothing presented is a recommendation for any individual’s situation.
Atlex Legal provides general information regarding Spanish immigration, residency, and relocation matters and does not provide U.S. financial planning, tax, or investment advice.
Calvin Thomas provides general information regarding U.S. financial planning considerations and does not provide Spanish legal, tax, or immigration advice.
Advisory services in the United States are offered through Beacon Global Advisor Network, LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or education and does not imply that any regulatory authority has passed upon the firm or its advisors. Beacon Global Advisor Network, LLC and Paratus are unaffiliated. Paratus is a marketing name and is not licensed or registered to conduct advisory business. No attorney-client, advisory, or fiduciary relationship is created by attending this webinar. Individual circumstances vary, and attendees should consult directly with qualified legal, tax, immigration, and financial professionals in the relevant jurisdictions before making any decisions.
This event is co-hosted by Atlex Legal and Paratus Wealth USA. Americans Abroad Europe is featuring the event and providing its permanent web location. Americans Abroad Europe is not a host, co-host, sponsor, financial advisor, or provider of professional services, and does not receive or process registration information for this session.
Atlex Legal Paratus Wealth USA
The Real Cost of Moving to Spain: Financial Planning Questions Americans Should Review Before and After Relocation