About this Event
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
Can’t attend in person? Select the online access option in the registration form (after choosing your member or non-member ticket), and we will send you the conference link prior to the event. A replay will also be available on the FACC website (no registration required).
Photographic Release: I understand and agree that in connection with my participation in the activities and events of the French American Chamber of Commerce Midwest Chicago (FACC), I may be photographed or videotaped for internal and/or promotional use. I hereby consent to the FACC's use of my name, image, likeness, and voice in perpetuity, in any medium or format, for any publicity or internal use without further compensation or permission, and assign to the FACC all right, title, and interest, including but not limited to, any royalties, proceeds, or other benefits, in any and all such photographs or videos.
Event venue & nearby stays
Willis Tower, 233 South Wacker Drive, Chicago, United States
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