Retire Overseas Conference
USA | Sept. 2023
2022-09-13 13:00:00
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  • ABOUT
  • DESTINATIONS
  • SPEAKERS
  • TESTIMONIALS
  • CONTACT
  • ABOUT
  • DESTINATIONS
  • SPEAKERS
  • TESTIMONIALS
  • CONTACT
Schedule

Conference schedule

Day 1
Sept. 2021
7:00 AM — 8:00 AM
REGULAR AND VIP REGISTRATION

Collect Your Name Badge And Welcome Pack

8:00 AM — 6:30 PM
Exhibition Hall Open

The Exhibition Hall opens at 8:00 AM and will remain open until all sessions have finished for the day at 6:30 PM. Exhibitors will at their booths in varying schedules. A map of the exhibitor’s location will be provided during registration, included in your welcome pack.

8:00 AM — 8:10 AM
Welcome To The 2021 Retire Overseas Conference

Lief Simon welcomes Retire Overseas Conference attendees to the event and presents his opening remarks.

Lief SimonLief Simon | Retire Overseas Conference, Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference
8:10 AM — 8:40 AM
How To Make The Most Of The Retire Overseas Conference

Kathleen Peddicord shares insights on how to make the most of your time and the opportunities presented at the 2021 Retire Overseas Conference.

Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference
8:40 AM — 9:05 AM
Timing Your Retirement: A Balancing Act Between Time, Place, And Money

Lee Harrison presents on the all-important topic of timing your retirement.

Lee HarrisonLee Harrison | Retire Overseas Conference Speaker
9:05 AM — 10:05 AM
Workshop #1: Retirement Planning—Don't Let Money Get In Your Way

What do you need to do to get your financial affairs in order for a move overseas?

This is the workshop that will answer that question for you. Our panel of experts will reveal everything you need to know to make your own financial plan for retirement overseas.

Lee HarrisonLee Harrison | Retire Overseas Conference Speaker
10:35 AM — 11:25 AM
Imagining Your New Life Overseas, Part 1—Lifestyle Options
Lee HarrisonLee Harrison | Retire Overseas Conference Speaker, Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference, Lief SimonLief Simon | Retire Overseas Conference, Rachel JensenRachel Jensen | Retire Overseas Conference, João Gil FigueiraJoao Gil Figueira | Retire Overseas Conference
11:25 AM — 12:15 AM
Imagining Your New Life Overseas, Part 2—How To Choose Where To Go
Lee HarrisonLee Harrison | Retire Overseas Conference Speaker, Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference, Lief SimonLief Simon | Retire Overseas Conference, Rachel JensenRachel Jensen | Retire Overseas Conference, João Gil FigueiraJoao Gil Figueira | Retire Overseas Conference
1:45 PM — 2:45 PM
Workshop #2: Visas And Residency

In this workshop, you’ll learn the good, the bad, and the ugly of establishing a physical presence overseas.

Lee HarrisonLee Harrison | Retire Overseas Conference Speaker, Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference, Lief SimonLief Simon | Retire Overseas Conference, Rachel JensenRachel Jensen | Retire Overseas Conference, João Gil FigueiraJoao Gil Figueira | Retire Overseas Conference, Roberto GuardiaRoberdo Guardia, Juan Dario GutiérrezJuan Dario Gutiérrez | Retire Overseas Conference
1:45 PM — 2:45 PM
Living Overseas Success Stories - Conference Alumni Share Their Real-Life Adventures

Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference, Mike HerndonMike Herndon, Barbara PetrohanBarbara Petrohan, Peg FairbairnPeg Fairbairn | Retire Overseas Conference, Dusty TubbsDusty Tubbs
4:15 PM — 4:45 PM
Breakout Sessions:
  • Portugal
  • Brazil
4:50 PM — 5:20 PM
Breakout Sessions:
  • Belize
  • Thailand
5:25 PM — 5:55 PM
Breakout Sessions:
  • Spain
  • “Big Brother,” Google, And Hackers Want You— Learn How To Protect Your Strategic Information Zafar Khan, RPost Communications *For Accredited Investors Only
6:35 PM — 7:05 PM
Breakout Sessions:
  • International Health Insurance
  • Dominican Republic
7:05 PM — 8:35 PM
Breakout Sessions:

Welcome Cocktail Party

Day 2
Sept. 2021
6:45 AM — 7:45 AM
Imperial
ECI Development—A Hard Money, Pre-IPO Success Story (Bonus Session)

***For Accredited Investors Only

Imperial
Michael CobbMichael Cobb | Retire Overseas Conference
8:00 AM — 7:30 PM
Imperial
Exhibition Hall Open

The Exhibition Hall opens at 8:00 AM and will remain open until all sessions have finished for the day at 7:30 PM. Exhibitors will at their booths in varying schedules. A map of the exhibitor’s location will be provided during registration, included in your welcome pack.

Imperial
8:00 AM — 8:30 AM
Using Your Self-Directed IRA To Invest In Real Estate And Offshore Investments
Kelsey DineenKelsey Dineen-01
8:30 AM — 9:30 AM
Imperial
Workshop #3: The Nuts And Bolts Of Getting Established Overseas

In this important-yet-fun workshop, we’ll address all of these nitty-gritty issues that you’ll need to know once you’ve landed in your new country.

Imperial
Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference, Lief SimonLief Simon | Retire Overseas Conference, Lee HarrisonLee Harrison | Retire Overseas Conference Speaker, Mike HerndonMike Herndon, Amy PriscoAmy Prisco
9:30 AM — 10:15 AM
The Best-Kept Secret In Alternative Investments
Keith JacobsenKeith Jacobsen-01
11:15 AM — 12:15 PM
Imperial
Workshop #4: Taxes For The Expat And Foreign Retiree

Understanding your options and how to structure your new life overseas can save you thousands of dollars in taxes each year… even reduce your tax burden to zero.

Imperial
Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference, Lief SimonLief Simon | Retire Overseas Conference, Joel NagelJoel Nagel | Retire Overseas Conference, Vincenzo VillamenaVincenzo Villamena | Retire Overseas Conference, João Gil FigueiraJoao Gil Figueira | Retire Overseas Conference, Lee HarrisonLee Harrison | Retire Overseas Conference Speaker
12:15 PM — 1:00 PM
Building A Monthly Income Stream Using Dollars You Would Otherwise Pay Out To Federal And State Income Taxes
Don HosmerDonald Hosmer | Retire Overseas Conference
2:30 PM — 3:00 PM
Breakout Sessions:
  • Live And Invest In Portugal — Tax, Real Estate, And Immigration
  • The Best Of The Rest
3:05 PM — 3:35 PM
Breakout Sessions:
  • Aquaponics: The Investment Opportunity Of The 21st Century
  • Algarve: 6-Time LIOS Winner Of The Best Place In The World To Retire
3:40 PM — 4:10 PM
Breakout Sessions
  • Offshore Asset Protection In The Modern Age
  • Panama
4:15 PM — 4:45 PM
Breakout Sessions
  • Vietnam
  • Offshore Taxes For Americans—Q&A
5:15 PM — 5:45 PM
Breakout Sessions
  • Brazil For Capital Appreciation And High Rental Yields
  • Panama’s Top Residency Visa Options
6:25 PM — 6:55 PM
Breakout Sessions
  • Mexico
  • How To Live And Invest In Colombia: The Legal Standpoint
7:00 PM — 7:30 PM
Breakout Sessions
  • Diversify Your Investment Portfolio— Panama’s Top Real Estate Picks For Investors
  • France
7:30 PM — 9:00 PM
Singles Mixers Party
Day 3
Sept. 2021
6:45 AM — 7:45 PM
Imperial
Legal Q&A Session: Banking, Taxes, And Asset Protection (Bonus Session)
Imperial
Joel NagelJoel Nagel | Retire Overseas Conference
8:00 AM — 6:05 PM
Imperial
Exhibition Hall Open

The Exhibition Hall opens at 8:00 am and will remain open until all sessions have finished for the day at 6:05 pm. Exhibitors will at their booths in varying schedules. A map of the exhibitors location will be provided during registration, included in your welcome pack.

Imperial
8:030 AM — 9:30 AM
Imperial
Workshop #5: The Property Question

What’s different about buying property overseas? Nearly everything. In this workshop, we’ll go over everything from identifying (and avoiding) the “gringo prices” to the little-known secret for saving tens of thousands of dollars on each purchase.

Imperial
Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference, Lief SimonLief Simon | Retire Overseas Conference, Lee HarrisonLee Harrison | Retire Overseas Conference Speaker, Michael CobbMichael Cobb | Retire Overseas Conference, Mike HerndonMike Herndon
9:30 AM — 10:30 AM
Workshop #6: Health Care For The Retiree Abroad

This workshop has a double agenda: First, to help you understand what you can expect of health care in a foreign country; second, to present your options for health insurance coverage.

Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference, Lief SimonLief Simon | Retire Overseas Conference, Lee HarrisonLee Harrison | Retire Overseas Conference Speaker, Graham BatesGraham Bates | Retire Overseas Conference Speaker
11:00 AM — 11:30 AM
Breakout Sessions:
  • Finding Your French Dream Home
  • Frontline Caribbean For Yields And Growth
11:35 AM — 12:05 PM
Breakout Sessions:
  • Earn 16% From Organic Agriculture— A Farm You Can Call Your Own
  • Vista Encantada On Mexico’s Glorious South-Pacific Coast
12:10 PM — 12:40 PM
Breakout Sessions:
  • Ecuador
  • Italy
2:10 PM — 2:40 PM
Breakout Sessions:
  • Own In Panama’s Premier Oceanfront Community On The Azuero Sunset Coast
  • Indonesia (Bali)
2:45 PM — 3:15 PM
Breakout Sessions:
  • Life In Italy’s Abruzzo Region… Plus Your Property Options
  • Real Estate Opportunities In Salinas
3:20 PM — 3:50 PM
Breakout Sessions:
  • Pakakuna Gardens: A Hidden Paradise In The Middle Of The World
  • Turn-Key Profits Up To 17% In 2 Top Colombian Markets
4:20 PM — 5:20 PM
Closing Q&A

As a closing to the Retire Overseas Conference, we will be doing a Q&A to help clarify, answer, and address your personal questions and concerns.

Kathleen PeddicordKathleen Peddicord | Retire Overseas Conference, Lief SimonLief Simon | Retire Overseas Conference, Lee HarrisonLee Harrison | Retire Overseas Conference Speaker, Graham BatesGraham Bates | Retire Overseas Conference Speaker, Vincenzo VillamenaVincenzo Villamena | Retire Overseas Conference
5:20 PM — 5:35 PM
Prize Drawing—Must Be Present To Win!
5:35 PM — 6:05 PM
Bonus Session: Taking Those Exciting Next Steps

You’ve just experienced3 days of networking and information overload. It’s time to take a step back and review what comes next. Here’s a step-by-step guide on what to do once you leave the event… from whittling down your destination options to preparing your home for a move.

Lee HarrisonLee Harrison | Retire Overseas Conference Speaker

*Speakers, session schedule, and other specific event details are subject to change.

Take The First Step To Your New Life Overseas...

Reserve your seat online now while tickets last, or call us at 1-888-627-8834 x2

Reserve My Seat!
Kathleen Peddicord | Retire Overseas Conference

A Must-Attend Session For First-Timers:
How To Make The Most Of The Retire Overseas Conference
From Kathleen PeddicordDay 1: 8:10 AM — 8:40 AM

Kathleen Peddicord, Founder of Live and Invest Overseas, shares insights on how to make the most of your time and the opportunities presented at the 2021 Retire Overseas Conference. This is a must-attend session for anyone trying to narrow down their options for potential overseas retirement destinations.

Retire Overseas Conference
The Most Awaited Live And Invest Overseas Event of the Year! September, 2023
Testimonials

Kathleen and Lief, I appreciate that you’re sharing what you’ve gone thru with all your moves. Also appreciate Lee’s down to earth, nitty gritty details. I also am so glad to have the names of trustworthy attorneys and bankers. I’m wanting to get my son and his wife more involved and they are interested now so I’m looking at ways all 3 of us can attend conferences

Iris Wehrle, Washington, United States

Wonderful content! Exceptionally informative. This is my first time coming to one of these meetings and I’ve hung on to every word and story

Elijah Grubbe, Alabama, United States

This was my second ROC, the 1st one made me feel that I could make a move. I have since attended conferences in Belize and Panama

J.R. Cunninghan, Ohio, United States

The networking has just been out of this world, incredible, people all over the world, so nice, so willing to help you…

Renee Gillard, Washington, United States
Renee Gillard | Retire Overseas Conference Testionial

One of the best experiences and decision in my adult life

Bob Jones, Florida, United States

I loved hearing stories of expats. These are people who actually walked the walk and show people like me that this is not crazy

Ellen Zucker, Pennsylvania, United States
Ellen Zucker

The idea of bringing LIOS expats to talk about their experience was fun!

Barbara McClure, Arizona, United States

The most meaningful part has been to hear the journeys of other LIOS expats, all their life experiences, strategies, and choices

Amy DeCew, Nevada, United States
Amy DeCew

The general sense of organization, planning and coordination shows a depth of planning. All speakers and personnel were qualified. This proves confidence and respect

William Havlicek, California, United States

Thank you for the awesome experience. I know my life is about to change. Thank you for having honest companies that I can trust to invest in

Dora Montelongo, Nevada, United States
Dora Montelongo-01

I’ve had my passport in my hand bag for the last 27 years, you have showed me the way to use it and how. Thank you

Penny Herbert, Prince Edward Island, Canada

I’ve been on LIOS email list since Nov. 2016 and had narrowed down my choices of countries to: Belize, Panama and Portugal. This conference has expanded my horizons to include the Dominican Republic and Malta

Debra Gentile-Wood, Pennsylvania, United States

We have confirmation of what we hoped and answers for the questions we had–finally!

Winona Ward

My expectations were exceeded!

Michael T. Smith

I didn’t really know what to expect—this was our first seminar. But, since we chose to purchase the All Access Pass, we’ll be seeing you again!

Jenny Smith

We have learned so much here… We came here with SO MANY questions, I would say all of which were answered! This EXCEEDED my expectations!

Heidi Gray

Went way above and beyond my expectations. Appreciated all of the investment options! I would highly recommend the conference to family and friends.

Terri Marmon

It exceeded my expectations. I was resistant to the idea but came to please my spouse. I became very engaged with your help… I am now ready to move forward with a move. Now to visit and make a final decision!

Barbara Saffle

My brain is overflowing. Not only did I hear good speakers, learn important information, etc., but I also met wonderful people who were attending the conference.

Janet Hammerlund

Great speakers, well run, used time well… great snacks, good vendors.

Holly Wilson

It keeps getting better the more conferences we attend. Last year we were overwhelmed by all of the info. Now it’s becoming a bit clearer.

David Grobe

Very informative. Thank you.

Elaine Rouse

This conference is worth at least twice the price! The panel discussions and the information presented has been a wealth of information, and probably saved me a lot of time and money!

J.R. Cunningham

Excellent information. Speakers are very knowledgeable and engaging in their presentation. My attendance at this conference is of genuine value and very worthwhile. I commend your tireless efforts to bring this knowledge to your members. Thank you.

Marilyn Ahuna

Well presented and highly informative and organized

Scott Humphrey

We have been looking into overseas living for several years. This conference is answering the questions we’ve been asking as a couple.

Kay Hollingworth

Great fun!

David J. Hall

The education you walk away with is superb. They answer a lot of questions you don’t even think about.

Jim Bacot, Maryland, United States
Jim Bacot | Retire Overseas Conference Testionial

I have been wonderfully overwhelmed. My goodness what a production! I am so very glad that we were able to be here for these presentations. You have really jarred me. I have begun thinking in broader terms and I thank you for that.

Aleta Jorgan

The conference far surpassed our expectations. All of the presentations were structured very well and the presenters were very knowledgeable. We left with a wealth of information that would have taken us months or years to gather on our own. We recommend the conference to anyone interested in living and/or investing overseas.

Judy Humphrey

Thank you. You and your staff have put in long hours keeping the conference running smoothly…

Mary Peshman

What a team Lief and Kathleen have put together! I’m so impressed with the extent of professional knowledge present in each of the speaker’s presentations.

Kelly H., United States

I think the info and people I’ve met
are super high quality and in the first day has
more than paid for the expense of the trip.

Scot Cave, United States

I feel much better prepared and therefore more confident in planning to retire in another country.

Stephen Scott, United States

The absolute finest conference I ever attended.
Topics were great. Presenters were wonderful.
Your staff was outstanding.

Bob Seligman, United States

The speakers are knowledgeable, they also are very good at being accessible, both before and after the individual sessions…

Mike Herndon, Florida, United States
Mike Herndon | Retire Overseas Conference Testionial

I was thrilled at the extent of the info available at the conference and so enjoyed many of the speakers.

Lief and Kathleen: You folks are amazing!!

You provide invaluable info that is affordable and in a concise format whereas I might normally need to be wealthy to be able to pay, and probably far more dearly, for great info, great investment opportunities, and great people to work with while being able to take care of my interests.

Kelly G., United States

Supercalifragilisticexpialidocious!
Once again superbly organized, well-delivered, on time,
straightforward and relevant topics.

Peter C., United States

Conference for me has been excellent —
exceeded expectations.

Joe C., United States
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