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Free live training

Financial planning for life in Spain: avoid costly blind spots

Join James Blick and Barcelona-based cross-border investment advisor Todd Cowan for a free, hour-long training, including time for your questions.

  • Wednesday, November 18, 2026
  • 5pm Madrid time11am ET · 8am PT
  • 60 minutes, live onlineIncluding a live Q&A
Todd Cowan James Blick

With Todd Cowan, CFP® (W1M)
and your host James Blick (Spain Revealed)

Save your free seat

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.

Before you move

The financial blind spots worth checking while you still have the most options.

After you move

What to keep an eye on once your life, and your money, are based in Spain.

Your questions, live

We’ll finish with a live Q&A, so bring the questions that are specific to you.

Your guest speaker

Todd Cowan
Guest speaker

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.

27 yearsin wealth management
CFP®Certified Financial Planner™

What previous attendees said

I really enjoyed listening to Todd’s presentation. It was super helpful to understand our investment portfolio better.
Natalia D.
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.
Richard S.
The webinar clarified questions I had about European investments and reinforced the need for professional advice before moving money.
Robert M.

Join us on November 18

5pm Madrid time · 11am ET · 8am PT