Welcome to our second-annual ExpaCity Live! Event!

Join us on Wednesday, April 10th, and Thursday, April 11th at the Hotel Baia for the Simplify Your Financial Life in Portugal Event. 

Doors open at 9:30 AM and the event begins at 10:00 AM.

Event Overview: 

Location:

• Hotel Baia
  Passeio de Dom Luís I, 2754-509 Cascais, Portugal

Wednesday, April 10

• Seminar sign-in 9:30
• Seminar 10:00 - 18:00
• Wine/petiscos 18:00 - 19:30

Thursday, April 11

• One-on-one, 30-minute consults - pre-registration required
• 10:00 - 13:00
• 14:00 - 18:30

Full event details: 

This one-of-a-kind, two-day seminar will allow you to meet, hear from, and ask questions of ExpaCity's Expert Network, including experts in:

• immigration and visa pathways,
• international tax (for individuals and small businesses),
• financial advising, and
• foreign currency experts specialized in US and Portugal planning. 

Day 1: Learn, Engage, Ask Questions & Get Answers.

From 10:00 AM until 6:00 PM, you will have undivided access to experts with decades of combined experience in their field.

(There will be breaks scheduled in periodically, don't worry!)

The idea is to present concepts that typically, Americans need to research themselves, such as

• visa pathways,
• financial management for long-term residence abroad,
• US tax planning with PT insights (for both individuals and small businesses),
• currency conversion best practices,
• and allow the experts themselves to teach you how everything ties together in 2024. 

Of course, everyone's priorities are different, and there is no one-size-fits-all answer. 

That's why there will be ample opportunity for Q&A - to push the experts to clarify key points and expand beyond the generalities. 

After all that - I think it'll be time for a proper break, don't you? 

Your ticket purchase also includes a social and networking hour (or so) with the experts, the ExpaCity team, and fellow event attendees on the rooftop of the Hotel Baia from 6:00 PM -7:30 PM.

A complimentary drink and petiscos will be provided. 

Day 2: One-On-One Consults with the Experts.

This is where the Real Work gets done.

With your two-day ticket, you'll receive a confirmation email granting you access to register and meet with the expert(s) of your choice on Day 2.

You'll get to apply the theory and latest developments related to your concerns from Day 1 in a practical setting with an expert/the experts who can help you understand what the best choice(s) for you as a long-term (or future long-term!) resident of Portugal.

Your Expert Lineup

José Calejo Guerra - Partner, CCSL Advogados

 Alex Ingrim - President and Co-Founder Chase Buchanan USA

John McNerty - CFP, CEO Green Ocean Wealth Management

Ricardo Jesus - EU/US Financial Advisor Chase Buchanan USA

Ben Amrany - Director, Spartan FX

Sarah Davie - Head of Partnerships, Spartan FX

Nicolas Castillo - Managing CPA, Bright!Tax

Judith Price - Mortgage Expert, Portugal Consultants

 Ticket price: €75.00 per person + 23% VAT

Cancellation and Refund Policy: Ticket purchases are final. There are no refunds. If you are unable to attend, you may give or sell your ticket to someone else with notification to [email protected]. 

Ticket price includes: Day one financial expert education seminar, coffee breaks, and wine/petiscos; Day two pre-registered one-on-one consults with the Experts.

Ticket price does NOT include: meals,, transportation, lodging, parking or any other personal out-of-pocket expenses.

We hope to see you at the Hotel Baia in April!