Webinar – Beyond the Horizon—Offshore Investment Opportunities for IRAs

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Beyond the Horizon—Offshore Investment Opportunities for IRAs

This webinar took place on 2/29/2024, but you can watch it below.

Contact Us with any questions.

Investing in U.S. securities markets is common for retirement plan investors. However, with a self-directed IRA, you can expand your horizons and take advantage of offshore investment opportunities that overseas markets present.

In this webinar Jamie Vrijhof-Droese of WHVP in Switzerland joins Advanta IRA’s Scott Maurer to talk about moving some of your IRA investments offshore and what it entails.

She covers:

  • Current conditions in the U.S. that make investing overseas more attractive
  • The current state of Swiss and other European economies
  • Strategies for offshore investment opportunities

About the Presenter

Jamie Vrijhof-Droese

Jamie Vrijhof-Droese

Jamie Vrijhof-Droese is a cross-border wealth management expert, public speaker, and writer. She heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. She is a board member of the Swiss Association of Wealth Managers, the central agency for independent wealth managers in Switzerland. Jamie started her banking career back in 2009 at Credit Suisse, where she worked in different departments, amongst others in Credit Risk Management, Consumer Finance and Private Banking. Her experience is topped off with several years of working experience at a Financial Planner specialized in providing tailor-made international insurance and investment solutions. Last but not least she worked as a Project Manager for a boutique consulting firm, as well as a cross-industry association designed to strengthen Switzerland’s start-up ecosystem. Jamie co-authored the book “Swiss Money Secrets” (Banyan Hill Publishing, 2018) and holds a Bachelor’s degree in Banking and Finance as well as a Master of Business Administration (MBA) from the University of St. Gallen.

Details

Date:
February 29
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
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Organizer

Advanta IRA
Phone
800-425-0653
Email
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA, Online

Beyond the Horizon—Offshore Investment Opportunities for IRAs

This webinar took place on 2/29/2024, but you can watch it below.

Contact Us with any questions.

Investing in U.S. securities markets is common for retirement plan investors. However, with a self-directed IRA, you can expand your horizons and take advantage of offshore investment opportunities that overseas markets present.

In this webinar Jamie Vrijhof-Droese of WHVP in Switzerland joins Advanta IRA’s Scott Maurer to talk about moving some of your IRA investments offshore and what it entails.

She covers:

  • Current conditions in the U.S. that make investing overseas more attractive
  • The current state of Swiss and other European economies
  • Strategies for offshore investment opportunities

About the Presenter

Jamie Vrijhof-Droese

Jamie Vrijhof-Droese

Jamie Vrijhof-Droese is a cross-border wealth management expert, public speaker, and writer. She heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. She is a board member of the Swiss Association of Wealth Managers, the central agency for independent wealth managers in Switzerland. Jamie started her banking career back in 2009 at Credit Suisse, where she worked in different departments, amongst others in Credit Risk Management, Consumer Finance and Private Banking. Her experience is topped off with several years of working experience at a Financial Planner specialized in providing tailor-made international insurance and investment solutions. Last but not least she worked as a Project Manager for a boutique consulting firm, as well as a cross-industry association designed to strengthen Switzerland’s start-up ecosystem. Jamie co-authored the book “Swiss Money Secrets” (Banyan Hill Publishing, 2018) and holds a Bachelor’s degree in Banking and Finance as well as a Master of Business Administration (MBA) from the University of St. Gallen.