Americans Abroad: Preparing for Life in Europe

Wednesday, January 14, 2026 From 12:00 PM To 1:00 PM Add to Calendar 2026-01-14 12:00:00 2026-01-14 13:00:00 Americans Abroad: Preparing for Life in Europe Are you a U.S. citizen or dual national planning to relocate to Europe, especially Switzerland? Join Arielle Tucker, CFP®, EA, for a clear and practical webinar on understanding the financial landscape abroad. Online Event via Zoom America/New_York

At Online Event via Zoom

Moving to Europe—especially Switzerland—means rethinking more than your lifestyle. For U.S. citizens, dual nationals, and globally mobile families, it also requires navigating a complex financial landscape: tax residency rules, investment restrictions, retirement planning, and the implications of marrying or living with a non-U.S. spouse.

This online seminar offers a clear and practical introduction to cross-border financial planning for Americans living in, or preparing to move to, Europe.

Join Arielle Tucker, CFP®, EA, Founding Partner of Connected Financial Planning and host of the Passport to Wealth™podcast, as she breaks down the essential financial considerations for U.S. citizens abroad. With over a decade of expat life in Boston, Berlin, Munich, and now Switzerland, Arielle brings technical expertise and lived experience to help Americans thrive overseas.

In this one-hour webinar, Arielle will cover:
• Financial planning basics for U.S. citizens moving abroad
• Strategies for optimizing taxes and building wealth as a dual citizen
• Key considerations for U.S. citizens married to non-U.S. persons
• Special rules and challenges for Americans living in or relocating to Switzerland

This 1-hour session includes a 45-minute presentation followed by 15 minutes of Q&A.

This event will be held live on Zoom in English.

Registration is required, and the Zoom link will be sent to all registered participants prior to the event.

Online event on zoom

Free for members/$10 non-members

About the Presenter

Arielle Tucker, CFP®, EA, is the Founding Partner of Connected FinancialPlanning, where she specializes in cross-border financial and tax planning for U.S. expats living in Europe. As a Certified Financial Planner™ and IRS Enrolled Agent, Arielle combines deep technical expertise with real-world experience to help globally mobile individuals build wealth and navigate international financial complexity. She is also the host of Passport to Wealth™, a podcast that explores the financial, tax, and lifestyle realities of living abroad, with practical guidance for U.S. citizens who are making, or considering, the move overseas. Originally from upstate New York, Arielle has called Boston, Berlin, and Munich home before settling just outside Zurich, Switzerland, where she now lives with her husband and two children. With over a decade of expat life and international planningexperience, she brings both empathy and strategy to every client relationship.

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