Are you a US citizen, green card holder, or expat navigating the overwhelming world of investing and retirement planning from abroad? 

This is a FREE 60-minute event for people living abroad or planning to move who want to stop guessing and start making smart financial decisions.

A recording will be available for 72 hours after the live event ends.

Most financial advice online was written for people who live, work, and retire in the US. If you've moved abroad — or you're about to — the rules are completely different, and the standard playbook doesn't apply to you anymore.

I'm teaming up with SJB Global, a specialist cross-border wealth management firm, to walk you through the real financial challenges Americans face when they move their lives internationally. 

The Readiness Checklist: are you actually ready to invest and plan for retirement as an expat?

Before you leave: what to sort out while you still can — brokerage accounts, your 401k, residency status, insurance and estate documents

After you arrive: the new reality of managing money across borders — why you can't invest like a local, what to do with a lump sum, how FX is silently costing you, and why most expats have no real retirement drawdown plan

Live Q&A with SJB Global — your specific questions answered by cross-border financial specialists.

Whether you have a dormant 401k, cash from a house sale, retirement accounts spread across multiple countries, or you simply don't know where to start — this workshop will give you clarity on where you stand and what to do next.

With over 13 years of experience living and working abroad across China, the United Kingdom, and Europe, I've built my career helping Americans navigate the real challenges of building a life internationally. 

As the founder of Wander Onwards and Go Onwards, I specialise in relocation, international careers, and the financial decisions that come with building wealth across borders.

SJB Global are cross-border wealth management specialists who work exclusively with internationally mobile clients and expats managing assets across multiple countries. They offer no-obligation consultations to help you understand your specific situation before making any decisions.

After the workshop, SJB Global will take your questions live, including:

I have a 401k from a job I left years ago and I've been ignoring it — is it too late to do something with it?

My US brokerage account got restricted when I updated my address abroad. What are my options?

I just sold my house and have cash sitting in my account — what do I do with it?

I'm a lapsed green card holder. Do I still have tax obligations in the US?

Aren't offshore bonds just for wealthy people hiding money?

Can't get to every question in depth, but we'll cover as much ground as possible in the time we have.

Everyone who attends will receive a follow-up email with:

Zero-Sum Budget Tutorial (Wander Onwards)

FREE Debt Smasher Calculator (Wander Onwards)

Expat Financial Blueprint Guide (SJB Global)

Free Retirement Readiness Quiz (SJB Global)

A link to book a complimentary no-obligation consultation with SJB Global

The workshop is hosted on Crowdcast — the platform you're reading this on right now. You'll receive an email with your access link 10 minutes before we go live.

Is this only for US Americans/green card holders?

Yes. This workshop is specifically designed for US citizens and green card holders abroad, as the financial, tax, and investment challenges we cover are specific to US persons living internationally.

A replay will be available for 72 hours after the event ends. After that it will be removed permanently. To watch the replay, sign into Crowdcast, find the event, and press play. Attending live is strongly encouraged — the Q&A is only available in real time and you'll be able to ask your own questions directly.

By registering for this event, you agree to your contact details being shared with both Wander Onwards LLC and SJB Global for the purpose of sending you follow-up resources related to this event and relevant future communications. You can unsubscribe from either mailing list at any time using the unsubscribe link at the bottom of any email you receive.

Retirement and Investing Abroad