THIS EVENT IS CANCELLED
Do you have burning questions about how the Swiss pension system works? Are you planning on leaving Switzerland and not sure how to withdraw your pension without being double taxed? Are you receiving mixed advice about maximizing your retirement savings as a US citizen (or US tax resident) living in Switzerland? This educational workshop will run you through the differences between the Swiss Pillar system and give you the tools to navigate the differences between the US and Swiss retirement systems.
Cost: 25 CHF Members/35 CHF Non-Members.
Registration/Cancellation deadline: February 1, 2024
AWCZ Cancellation and No Show Policy:
AWCZ Cancellation and No Show Policy: For those cost-based Events and Activities, the participant/s will be billed for the Event/Activity unless she/he has cancelled before the cancellation deadline in writing or per e-mail. For free Events and Activities, as we need an accurate head count for the caterers, the cancellation deadline should be honored. Thank you for your understanding.
Contact Lisa for further information.
Arielle Tucker is a Certified Financial Planner™ and Enrolled Agent. She has spent over a decade living and working in Switzerland and Germany on US tax and financial planning issues for US expats and their families. Arielle founded Connected Financial Planning to empower professionals and their families to build a life that reflects their core values while building a stable financial future. She believes that financial education is the cornerstone of every client relationship. As a CFP® , Arielle is held to the fiduciary standard and runs a transparent fee-only practice (no product sales or commissions). She lives in the Zurich area with her husband and two children.
Hannah Nelson is a Senior Tax Associate with US Tax & Financial Services in Zurich. With a wealth of experience spanning three countries, Hannah specializes in serving US expats with their US taxes, notably at the Big 4 and boutique tax firms, for most of her career. Her expertise covers Individual, Corporate, and Trust tax matters. Hannah is also fluent in German and brings an international perspective to her work. She firmly believes that managing taxes should never be a burden. If you feel that way, it's time to change your tax preparer. She is dedicated to making your tax experience seamless and stress-free.
You can pay online by PayPal* or by Wire Transfer.
If you prefer by bank transfer, please find the account details below:
Payment to: Account Name:
UBS AG American Women’s Club of Zurich
Bahnhofstrasse 45 Höschgasse 38
8001 Zürich 8008 Zürich
IBAN: CH44 0020 6206 2209 7740 X
Please be sure to include your NAME, NAME OF THE WORKSHOP and THE REGISTRATION NUMBER with your payment. This is the only way your payment can be identified.
*When you click “pay online", you will be redirected to PayPal. Kindly note, when using PayPal for payment, a minimal additional fee of 4% is applied to cover the Club's incurred costs from PayPal. Members will pay a total of 26.00 CHF, while non-members will pay 36.40 CHF.
