American Financial Forum
Interested in planning for your financial future? Join the American Club for the 4th Annual American Financial Forum where we will have several speakers address various topics relating to the personal financial situation of Americans residing in Belgium.
Doors will open at 5:30 p.m. with presentations, a keynote speaker and panel discussions. The program will end at 8:15 p.m. A full list of presenters and topics will be published shortly.
6:00pm: Presentations Room A
6:00pm – 6:15pm: Dave Deruytter – Efficient Digital Banking for Expats. Smart and Secure Banking with Your Phone, Tablet or Laptop
6:20pm – 6:35pm: Lisa Festerling – US Tax - Outlook under Trump and Hot Topics for Americans Overseas
6:40pm – 6:55pm: Wani Manly – US Wills and Trusts
7:00pm – 7:35pm: Marc Quaghebeur – Estate Planning
6:00pm: Presentations Room B
6:00pm – 6:15pm: Brian Dunhill – Reducing Currency Risk in a US Portfolio
6:20pm – 6:35pm: Michael Larsen – US Banking from Abroad - Intro to the State Department Federal Credit Union
6:40pm – 6:55pm: Daniel Poelman– Bolero Crowdfunding and Startit
7:00pm – 7:15pm: Christelle Colairo– International Money Transfers
7:20pm – 7:35pm: Carl Mir – US Taxes 101
7:40pm Panel Discussion
Moderator: John Stuyck
Guest Panel: Brian Dunhill, Dave Deruytter, Michael Larsen, Lisa Festerling
8:00pm: Cocktail Hour and Networking
Dave is the Head of Expat and Non-resident Services at ING Belgium. He is married to Kathlees, father of Liesbeth and Arthur. He is an international banker and ex-expatriate from Japan and China. He is also a speaker on Expat topics. He loves writing, traveling, hiking and skiing.
Brian is a financial planner with a core emphasis on concentrated positions, and retirement planning for predominantly American Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. Brian received his Bachelor of Science in Finance with an International Business Background at the University of Central Florida and his Masters in Business Administration from the Masagung School at the University of San Francisco. He has also received the Accredited Asset Management Certification from the College for Financial Planning. Brian is currently President of the American Club of Brussels, a Board Member of the Augusta Chiwy Foundation, Sharkey Foundation and the Brussels Tigers (the local American Football team). www.omniwealth.eu & www.dunhillfinancial.be
Lisa is a tax specialist in Deloitte London’s US/UK High Net Worth team. Lisa has over 10 years’ experience in both US and UK taxation, providing a wide range of personal tax compliance and advisory services. She has worked with individuals from a variety of industries including investment banking, law firms, media and sports, who have UK and US tax considerations. Lisa also spent three years working as an in-house mobility tax specialist at a global management consultancy firm. You can contact Lisa at firstname.lastname@example.org and visit www.deloitte.co.uk for more information.
Born and raised in Los Angeles, Michael resides in London where he heads the UK Chapter of ACA, Inc. He also has overall responsibility at ACA for new business development. Michael has been involved with ACA for more than 15 years, first in Geneva, where he served as an Executive Committee member and since 2005 initially as a UK Country Contact. Michael is a Senior Managing Director at Harbert Management Corporation, a privately-owned, US-based alternative investment firm. Prior to joining HMC in November 2004 he held a variety of senior management roles in Europe and the Middle East first at Citigroup, with positions in New York, Bahrain, London, Zurich and Geneva, and then with a leading Swiss investment firm before returning to the UK in 2005. Michael received a Bachelor of Arts degree in Economics from Boston University, is registered with the UK Financial Conduct Authority and holds his FINRA/NASD Series 7 and 63 licenses. Michael is also a trustee and non-executive Director at Aspire, a leading multi-academy trust in Cornwall where he also chairs the Finance Committee, and is a liveryman with World Traders. He and his wife Corinne have two children and when not doting on their grandson enjoy taking extended breaks in Arizona and in Cornwall.
Daniel is the Community Manager for International Clients in KBC Brussels. He has been in the banking industry for 27 years where he has advised on management and team building, organizational change, corporate banking and insurance needs, and individual and private banking. He has a MBA from Vlerick Business School and a degree from Sint Gertrudiscollege Wetteren in Latin and Mathematics.
Wani Iris Manly, Esq. is a corporate, intellectual property, securities, and estate planning lawyer in Paris, France. Licensed to practice law in the state of Florida, she is the principal and founder of the law firm W. Manly, P.A., a boutique corporate and securities law firm she started in 2006 based in Miami, Florida. She is also the bestselling author of the book Get Out of Survival Mode and Live The Life You Really Want, and the creator of the acclaimed Clear Your Money Karma and Live The Life You Really Want Ecourse. As an international speaker, Wani also speaks on personal development issues for women including, but not limited to, finance for women, global women’s empowerment, and professional development for women, and women’s leadership.
Christelle from Moneycorp will be addressing the floor on the subject of international money transfers. This is a hot topic right now given all the recent political events which have caused significant movements between USD and EUR. Christelle will provide an overview of Moneycorp’s services, explaining how their product suite can be tailored to individual needs, saving money against the high street banks.
Marc is a tax lawyer with the law firm De Broeck Van Laere & Partners. He holds a law degree from the Katholieke Universiteit Leuven (1984). He obtained a further degree in tax law from the Fiscale Hogeschool (1985). He is a member of the Brussels Bar since 1984. Marc specializes in international tax issues and corporate structuring. In particular Marc he works with holding companies and investment funds, advises in real estate tax issues, the complex relationship between Belgian law and trusts. Marc is a member of the Society of Tax and Estate Planners, he advises clients regularly on the cross border estate planning issues. He summarized his experience in the book “Rest in Peace, A Guide to Wills and Inheritance Tax in Belgium”, the 2017 edition will be published in March 2017. Marc has written the Belgian chapters of the International Guide to the Taxation of Trusts (IBFD), European Cross Border Estate Planning (Sweet and Maxwell) and Doing Business in Europe (Thompson Reuters). He is the Belgian correspondent of Tax Notes International and he is a member of the Editorial Board of the EC Tax Journal. You can contact Marc at email@example.com or +32 2 423 00 42 and visit www.dvp-law.com for more information.
Carl is a career accountant with extensive experience within several corporations. He has been involved in US income tax preparation and reporting for several years. Carl has been in operation in Belgium however since 2015 working toward supporting the American expat communities throughout Europe to remain compliant with the IRS for tax preparation reporting. As a tax consultant for US expats, he has provided advice on filing requirements and compliance to the US concerning tax and financial reporting issues. Carl’s company, Mir Taxes, provides assistance for Americans to become compliant and current with the IRS and the US Treasury. Carl received his Bachelor of Arts with an emphasis in international relations and business from the University of Southern California. Carl also holds a Master of Business Administration in Accounting and is completing his dissertation toward the doctorate degree of a PhD in Accounting. For additional information on Carl, or Mir Taxes, visit the website at www.mirtaxes.com.
John has been the Managing Director and Publisher of The Bulletin since 1985 at www.xpats.com.
American Financial Forum Program - 3.22.17.pdf
Date: Wednesday, March 22, 2017.
Time: 6:00 p.m. to 9:00 p.m.
Place: ING Marnix building which is Avenue Marnix 24 1000 Brussels (entrance via Rue du Trône 1).
Price: €10. Free entry for ACB/AWCB/CCB members and speakers’ guests.
Sign up: Please register by Monday, March 20 so that we know how many to expect. Event url:
http://www.americanclubbrussels.org/event-2472138 Payment in advance to ACB account BE55427919588144 (KREDBEBB). Please mention “Financial Forum” in the reference section of the bank transfer. Online payment with a credit card is also possible (through PayPal, but no actual PayPal account is required); pay when registering or use the link provided in the invoice.
Cancellations are possible until noon on Monday, March 20. Participants canceling after this time, as well as no-shows, are charged the full cost of the event.