Investing in the American Dream
Mar 30, 2021
Ep.10_Sonja Clarke Talks about the Recent Changes to South African Tax Legislation
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On March 1st, 2021 the changes to South African financial immigration tax laws prevented South African's from withdrawing retirement funds for a period of three years. Join us as we continue to address all of your questions and concerns around exiting...
More episodes from Investing in the American Dream
Sep 14, 2023
Ep.20_Oleg Zviagin of Proxy Financial on Complex Immigration Financial Planning Strategies
On today’s episode of Investing in the American Dream podcast, we have featured guests Manuel Ortiz VP of Global Business Development at FPP - and Oleg Zviagin, Director of Financial Planning at Proxy Financial.
Oleg specializes in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. Oleg has spent 9 years working with high-net worth individuals across the globe.
In this part of the series, Oleg will be going more in detail on the pre & post immigration planning that investors should consider and the personalized services available to investors through this partnership with Proxy Financial.
CONTACT:
Oleg Zviagin oleg@proxyfinancial.com
Manuel Ortiz: mortiz@firstpathway.com
WEBINAR: Wednesday, September 20th 10am CT
https://us02web.zoom.us/webinar/register/WN_pGpljULvSvqK4b6qGO7KZA
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Sep 5, 2023
Ep.19_Bob Kraft IIUSA Tenure and PAC Involvement
On this episode, Bob Kraft provided his thoughts on his past role with IIUSA, his current involvement as President Emeritus, and his new role in the Political Action Committee.
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Aug 23, 2023
Ep.18_Bryan Caulkins and Manuel Ortiz on Financial Planning for the (pre/post) Immigration Process
On this episode we had featured guests Manuel Ortiz VP of Global Business Development at FPP who leads our global efforts bringing EB-5 services and educational resources to underserved countries around the globe - and Bryan Caulkins, co-founder of Proxy Financial. This is a unique partnership between two people that really understand what it takes to assist in immigration planning. After 10 years of working on Wall Street, and having a unique bi-cultural background – Bryan gained the desire to expand his expertise into international wealth management. Together with his partner, Bryan founded the Proxy Financial group in 2017 to serve as fiduciaries for US nationals and citizens around the world, seeking to protect, grow and diversify their investments in the United States - including a unique immigration planning service. The Proxy team has served hundreds of families adequately create their immigration and financial plans in order to move to the US.During this episode, Manuel highlights the EB-5 program, sharing some of his personal experiences while discussing the investor due diligence process., while Bryan discussed the role that financial planning should play in the immigration process and the services Proxy Financial can offer to clients.
WEBINAR: September 20th at 10am CT
https://us02web.zoom.us/webinar/register/WN_pGpljULvSvqK4b6qGO7KZA
CONTACT:
Bryan Caulkins : bryan@proxyfinancial.com
Manuel Ortiz: mortiz@firstpathway.com
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