​Retirement planning for U.S. expats is rarely straightforward.

​Living abroad means navigating two tax systems, complex investment rules, foreign pensions, and long-term cross-border decisions, and one session is often not enough to cover the questions that naturally come up.

​This live virtual Q&A session with Charu Mathur from MASECO Asia Limited is designed as a follow-up to our recent seminar, giving you the opportunity to:

• ​Ask questions specific to your situation

• ​Clarify topics such as U.S. retirement accounts, FEIE vs. FTC, and foreign pensions

• ​Better understand PFIC risks and tax-efficient portfolio structure

• ​Explore expat-specific considerations including currency exposure, healthcare, and estate planning across jurisdictions

​Rather than a presentation, this session will focus entirely on your questions.

​Whether you attended the previous session or not, this session is ideal if you’re navigating the complexity of U.S. expat wealth planning and want clearer next steps.

​Disclaimer: Photos and/or short videos may be taken during the event for Money Action Limited’s marketing, communications, or promotional use. If you do not wish to appear in such materials, please inform us or a member of staff at the event.

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​This is a Money Action Club event.

​Not a member yet? You can join the Club for FREE here: www.MoneyActionCoach.com/club

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​About the Speaker

​​As a seasoned Wealth Manager with a career spanning across different organisations in Hong Kong, Singapore, and India, Charu crafts tailored investment strategies and financial planning solutions for high-net-worth individuals.

​​Charu started her career with consumer banks in New Delhi, India before she joined Standard Chartered Bank in Singapore. Her move to Hong Kong 17 years ago gave her the opportunity to hold roles in private banking recruitment, retail hiring & strategy, and building corporate partnerships, reflecting a unique blend of financial acumen and relationship-driven leadership.

​​In 2023, she joined MASECO Asia as a Wealth Manager, deeply attracted by their focussed analytical research and immersive wealth planning approach in serving global citizens and US-connected clients.

​​Charu is a strong advocate of women’s financial empowerment and professional advancement, and she frequently engages in mentorship, panel discussions and initiatives that encourage education and knowledge sharing while fostering diversity in finance.

​​Credentials:

• ​​Master’s in business administration, Finance from FORE School of Management, New Delhi

• ​​Bachelor of Arts, Economics (Hons.), from Stella Maris College, Chennai, India

• ​​Type 9 SFC license

​About Money Action Club

​Money Action Club is a members-only community for women who want to get clear, confident, and proactive with their financial and professional growth.

​Members have access to a supportive WhatsApp community, guided monthly accountability sessions, and invitations to workshops and events with topics sitting at the intersection of money, career, and entrepreneurship.