Are You Being Forced Out of Your American Brokerage Account?

Are You Being Forced Out of Your American Brokerage Account?

Are You Being Forced Out of  Your American Brokerage Account?
With Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services, Ltd. will discuss the phenomena of American firms closing accounts of foreign clients, including Americans living in Israel.

Why is this happening and what can you do to protect yourself and your money?

If your existing brokerage firm wants to end your relationship, we can help.

Learn about the concrete steps can you take to keep your American assets in America, with a company that welcomes international relationships.

  • Protect tax-free status of IRA accounts
  • Design a portfolio that matches your risk profile
  • Invest in global markets, with a company that shares your time zone

Just because you made aliya doesn’t mean your money needs to!

Program will be at AACI Jerusalem

Douglas Goldstein has over 25 years’ experience helping dual citizens in Israel manage their dollar assets and improve their financial security. Licensed in both America and Israel.

Securities offered through Portfolio Resources Group, Inc., member of FINRA, SIPC, MSRB, FSI.
Accounts carried by Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation.

 


Date

Wednesday, July 28 2021

Time

11:00 am - 12:00 pm
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