Cross-Border Retirement: Planning Your Retirement France-USA

French & Franco-American expats: understand your retirement rights and optimize your tax strategy with France-USA experts.

Planning retirement as an expat means navigating two complex systems. This conference demystifies French and US pension schemes, explores regulatory updates for 2026-2027, and breaks down the France-USA bilateral convention for international careers, ensuring you understand how your years of work across borders translate into real retirement benefits.

Before the conference begins, join us for a welcome cocktail with fellow attendees and speakers.

Caroline Bonnet - Relais Retraite - guides you through career verification, rights optimization, and the practical steps to securing what you've earned in both countries. With over a decade of expertise in expatriate retirement planning, she addresses the critical questions that keep international professionals up at night: Which system benefits me most? How do I maximize my contributions? What happens to my pension if I move?

Patrick Bourbon - Bourbon Financial Management - takes the next step, unpacking tax optimization and investment strategies tailored to your situation—from 401(k)s and Roth conversions to IRAs and diversification across borders. He reveals how strategic planning now can meaningfully reduce your tax burden and strengthen your retirement security.

Comprehensive Q&A throughout ensures your specific concerns get answered.

Ready for a deeper dive? Book a personalized one-on-one retirement assessment with our experts on November 10, 11, or 12. 👉 Choose your 1:1 time slot

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