ExpatsPortugal – How to Protect Your Retirement Savings in Portugal
26th February 2026
7:30:00 PM
Holborn Webinars Presents
Welcome to the Holborn Assets webinar series. As a leading global financial services company, we're committed to empowering our clients with the knowledge and tools to navigate the complex, offshore financial landscape. Our webinars offer valuable insights from our financial consultants and industry experts, covering a wide array of topics.
Whether you're a seasoned investor, just starting on your financial journey or thinking of making the move overseas, our webinars are geared to educate, inspire, and provide actionable strategies that align with your unique financial goals. Explore the details below to learn more about our upcoming webinar, and join us at the event by registering.
About the Webinar
Join Henry Kent and Jacob Shelton from Holborn Assets for an exclusive ExpatsPortugal webinar designed to help you make the most of your retirement savings while living in Portugal.
Whether you’re planning your move or already settled, this session will cover how to structure your investments efficiently, stay compliant across jurisdictions, and avoid the common pitfalls faced by international retirees. Learn practical, actionable strategies to safeguard and optimise your wealth while enjoying life in Portugal.
Key Points
- Essential financial factors to consider prior to the move
- Make the most of your retirement savings in Portugal
- How to remain compliant with both U.S. and EU tax regulation
- Strategies for cross-border investing and retirement planning
- Common expat pitfalls—and how to avoid them
Meet your webinar host
Henry Kent
Senior Wealth Manager, Holborn Assets
Other Speakers
Jacob Shelton
Senior Wealth Adviser, Holborn Assets
Carl Munson
Host, ExpatsPortugal
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How it works
Signing up to a Holborn webinar easy and free. Simply complete the registration form above and we’ll take care of the rest. After you’ve registered, you'll receive a confirmation email from Zoom containing your webinar joining link and all relevant details. As the webinar date approaches, look out for reminder emails to make sure you don’t miss out!
On the day of the webinar, click the unique link provided in your confirmation or reminder emails to access the live session. You'll be taken straight to the webinar, where you’ll be able to watch the presenters, and engage through the Q&A or chat features. Attendee’s microphones and cameras are disabled for webinars, so you can just sit back and enjoy the presentation, wherever you are.
Holborn webinars are always recorded, so if you can’t make it or want to watch again, you don’t need to worry. Once the webinar has finished, we upload the recording to our YouTube channel and send the link out to everyone that registered. You can also revisit this page and watch the recording on our website too.
If you have any questions for the webinar host before or after the webinar, simply complete the form above.
