Money Action Presents: RETIREMENT PLANNING FOR U.S. EXPATS
Are you a U.S. citizen living in Hong Kong and unsure how to plan for retirement across borders?
Join this practical seminar designed specifically for Americans abroad.
Guided by Charu Mathur, Wealth Manager at MASECO Asia Limited, we'll cover the essentials of U.S. retirement planning, including:
U.S. taxes and how they affect expats
IRAs and other retirement accounts
Social Security considerations overseas
Investment strategies for a global life
This is a no-fluff session focused on clarity and action, so you can make informed decisions and retire with confidence.
About the Speaker
As a seasoned Wealth Manager with a career spanning across different organisations in Hong Kong, Singapore, and India, Charu Mathur 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
Disclaimer: By registering for this event, you consent to your personal data being shared with and used by Money Action Limited and MASECO Asia Limited for direct marketing, in accordance with Hong Kong data privacy laws.
=================
This is a Money Action Club event. Non-members can join the club for free at: www.MoneyActionCoach.com/club
=================
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 focused on saving, investing, up-skilling, career guidance, entrepreneurship, and networking.