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.
Speakers
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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.
About this webinar
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!
FAQs
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Open webinars are free to everyone and premium webinars require payment by everyone except Full and Associate members.
No worries! We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.
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