27 University Avenue
Palo Alto, California 94301

Join us as we help make sense of how your 401(k)'s, IRA's, foreign pensions and other investments can be coordinated for a global retirement. Cross-border families have complicated financial affairs, and few advisors truly understand the issues. Because of this, international families often wind up in a frozen state where many important personal financial considerations go unaddressed.

- Have you lived in another country and left pensions and retirement accounts abroad?
- Do you wonder how your various accounts around the world can be combined into one tax-efficient global retirement vehicle?
- Do you worry whether you will have enough money to retire?

In this discussion, we'll highlight the most common financial questions cross-border families face, providing real world stories and anecdotes from our experience with real clients. This discussion will be interactive, with an opportunity for questions and comments from the audience.

Presented by Maxim Global Wealth Advisors:
- Andrew Fisher, CFA, CPA - President and Chief Investment Officer
- Philipp Muedder - Wealth Advisor

Maxim Global Wealth Advisors work exclusively with international families, giving us unique insight and enabling us to deliver better solutions to our diverse clients.

Complimentary hors d'oeuvres, beer and wine will be served.

Official Website: http://www.gaba-network.org

Added by FullCalendar on April 4, 2012

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