Before you move
The financial blind spots worth checking while you still have the most options.
Free live training
Join James Blick and Barcelona-based cross-border investment advisor Todd Cowan for a free, hour-long training, including time for your questions.
With Todd Cowan, CFP® (W1M)
and your host James Blick (Spain Revealed)
Why this matters
When you start planning the financial side of a move to Spain, you usually begin with the obvious questions. Will my savings cover the cost of living? What will I pay in tax?
But your retirement and investment accounts are probably among the biggest numbers on your balance sheet.
And the real risks are often in the questions you don’t know to ask. Like whether your advisor back home can keep managing your money once you move. Or whether your tax-free savings accounts stay tax-free once you’re living in Spain.
That’s what this training is about: uncovering the financial blind spots before and after your move, so you can avoid the costly mistakes that are much harder to fix later.
The financial blind spots worth checking while you still have the most options.
What to keep an eye on once your life, and your money, are based in Spain.
We’ll finish with a live Q&A, so bring the questions that are specific to you.
Todd Cowan
Certified Financial Planner™ · W1M
Todd is an American Certified Financial Planner™ with 27 years’ experience in wealth management. He’s an Executive Director with the US Family Office team at W1M (Wealth & Investment Management, formerly London & Capital).
He specializes in cross-border wealth planning, tax-efficient structures, and consolidated wealth and tax reporting for US and non-US citizens in Spain.
I really enjoyed listening to Todd’s presentation. It was super helpful to understand our investment portfolio better.
Provided a clear overview of rules and pitfalls. A bit more clarity on how Spain sees the different types of non-Spanish investments and how that can be different to how they are seen in your home country.
The webinar clarified questions I had about European investments and reinforced the need for professional advice before moving money.
5pm Madrid time · 11am ET · 8am PT