The following links include some of the many presentations we have made to the public in addressing a variety of investment and financial planning subjects. The content is for your personal use only and may be passed on to other individuals. The content of these presentations can not be used for presentation purposes without the written consent of Jonathan Lachowitz of White Lighthouse Investment Management. The content of these presentations does not constitute advice since each persons situation is different and what may be a good idea for one person may be counter productive for another.

  1. ACA Geneva Town Hall - April 2019

  2. Estate Planning for Americans in Switzerland - American Women’s Club Bern - Marina Hernandez - September 2018

  3. The Top 10 Financial Planning Mistakes made by Americans in Switzerland (And how to plan around them) - American Women’s Club Bern - Jonathan Lachowitz - September 2018

  4. ACA Zurich Town Hall - September 2018

  5. ACA Geneva Town Hall - May 2018

  6. ACA Zurich & Basel Town Halls - September 2017

  7. ACA Geneva Town Hall - May 2017

  8. ACA Zurich Town Hall - September 2016

  9. ACA Geneva Town Hall - May 2016

  10. ACA Geneva Town Hall Meeting – Financial Topics for Americans in Switzerland – May, 2015

  11. Financial Planning for Americans in Switzerland - American Women's Club Zurich 2014

  12. ACA Geneva - J Lachowitz May 2014

  13. FATCA Implications for Switzerland - Swiss Financial Planners Day Zurich 2014

  14. Financial Planning for Overseas Americans - ACA Zurich Town Hall 2014

  15. Tips on Choosing a Financial Adviser

  16. Choosing an International US Tax Return Preparer

  17. Reforming Tax Policy – 2011 Overseas American’s week Washington D.C.

  18. Financial Planning Class 1. – What’s Your Number (As presented at IMD)

  19. Financial Planning Class 2. – Charting Your Course (As presented at IMD)