category

Cross Border

Cross-Border Financial Planning Interview with WHVP

In this episode, I dive into the fundamentals of cross-border financial planning—a topic that’s becoming increasingly important for Americans living globally, investing internationally, or planning to retire abroad.

John McNertney CFP® GFP Fellow
Jul 31

Foreign Exchange Tips for Americans in Portugal

In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC and Jess Roberson, Relationship Manager at WHVP will review foreign exchange tips and how Green Ocean Global assists clients.

John McNertney CFP® GFP Fellow
Jul 25

Estate Planning: Structuring US Inheritances for Portuguese Beneficiaries

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® delve into key considerations for effectively managing U.S. inheritances intended for beneficiaries residing in Portugal.‍

John McNertney CFP® GFP Fellow
Apr 22

A 2025 Update of Social Security for Americans in Portugal

In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC reviewed what key social security changes Americans in Portugal need to know for 2025.

John McNertney CFP® GFP Fellow
Feb 18

The HEART Act & the US Exit Tax

In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC reviewed the implications of the HEART Act and Exit Tax for American expats.

John McNertney CFP® GFP Fellow
Jan 21

Navigating the Atlantic Crossing: Part 1 of Our U.S.-Portugal Journey!

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® and his wife Abby take you on a personal journey into how their family planned the transition to living a truly cross-border.

John McNertney CFP® GFP Fellow
Oct 15

Annual Portuguese Financial Deadlines and Responsibilities

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) reviewed the calendar for newly arrived Portuguese residents and highlighted important dates.

John McNertney CFP® GFP Fellow
Feb 27

Long Term Care in Portugal

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) and Serenity CEO Michael Averbukh MD MHA went over "Long Term Care in Portugal" and what you should know but wish you didn't.

John McNertney CFP® GFP Fellow
Nov 28

NHR Cancelled? What Now!

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) uncovered NHR and the necessary steps to address it.

John McNertney CFP® GFP Fellow
Oct 24

How to Identify and Retain Great Local Advisors in Portugal

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) uncovered how to identify and retain great local advisors and how they can help you.

John McNertney CFP® GFP Fellow
Sep 26

NHR - Planning for the End of the Tax Holiday

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) uncovered the financial planning process before, during and after the tax holiday.

John McNertney CFP® GFP Fellow
Aug 8

What You Need to know About the Portugal Healthcare System as an American Moving to Portugal

Portugal has an excellent healthcare system which provides the citizens of the country with a high quality of life.

John McNertney CFP® GFP Fellow
Mar 9