This event offers complimentary 30-minute consultations with industry experts on cross-border financial planning between the U.S. and Portugal and foreign currency exchange strategies.


Conceptualized with the American community in Portugal in mind, we welcome everyone’s questions, particularly if you want to ensure:

  • That your U.S. financial assets and retirement accounts are organized appropriately for your current tax residence

  • Your expat financial picture depicts a healthy and future-thinking investment and/or retirement strategy

  • Understanding of the latest updates to the NHR regimes e.g., who is still eligible to apply, how the regime has changed, and what this change might indicate for the expat financial livelihood in Portugal more broadly

  • You feel confident that you’re getting the best exchange rate when making a large-sum transfer from USD to EUR (or vice versa)


📍 Location: Four Points by Sheraton Matosinhos

🕘 Time: 9:00 AM - 6:00 PM


Whether you're looking to secure your financial future or streamline international transactions, our experts are here to help!


A Little More About the Experts


Chase Buchanan USA is a fiduciary cross-border financial service, founded and run by current and former expats who personally understand the complexities of managing finances abroad.

Credits: Supplied Image; Author: Client;

Ibanista is a boutique foreign currency service led by Ben Small, a seasoned expert in international financial strategy and currency exchange.


Register via Eventbrite today and reserve your spot for a free consultation with one or both experts of your choice! Don't miss this opportunity, spaces are not infinite!