Beyond Borders: Leveraging European CBI Programs for Global Clients
Join John McNertney, CFP® GFP Fellow, an American advisor based in Europe, alongside a legal expert from Global Citizen Solutions, as they unpack the current landscape of European CBI programs. Together, they’ll explore how these programs intersect with financial planning, tax strategy, and cross-border advisory work.
In this webinar, GFP Institute member and Green Ocean Global Advisors managing partner John McNertney CFP® GFP Fellow will be joined by legal expert Global Citizen Solutions to explore European CBI programs.
Some of the relevant topics that will be addressed include:
- Current landscape of European CBI programs
- How European CBI programs intersect with
- Financial Planning
- Tax Strategy
- Cross-border Advisory work
We hope you can join us!
Presenters
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John brings over 16 years of financial planning experience from his tenure at Merrill Lynch, TD Ameritrade, and independent planning firms in the Bay Area. He holds both CFP and GFP designations, and earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French.
John is an intensely creative professional who is energetic in the application of modern financial planning principles in the service of his clientele. Currently, John is co-located in Lisbon, Portugal, and San Francisco, California. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.
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Beyond Borders: Leveraging European CBI Programs for Global Clients
Join John McNertney, CFP® GFP Fellow, an American advisor based in Europe, alongside a legal expert from Global Citizen Solutions, as they unpack the current landscape of European CBI programs. Together, they’ll explore how these programs intersect with financial planning, tax strategy, and cross-border advisory work.
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