Unexpected Issues and Differences Americans Encounter when Moving to Spain
In this webinar, Green Ocean Global Managing Director John McNertney, CFP® GFP Fellow and Klev&Vera Managing Partner Anna Klevtsova will explore the critical yet often overlooked challenges that Americans face when relocating to Spain.
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.
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Anna has more than 20 years of legal practice in International Law, and is a Certified Lawyer with the Bar Association of Barcelona.
After receiving her Law Degree “Cum Laude” at the age of 20, she worked in Public Sector and several EU International Cooperation projects in various countries, specializing in particular, in Central Asia. She also worked in several multinational private businesses in real estate and hospitality sectors. She focuses in bringing best international practices in every project she carries out.
Anna holds an LLM in International Human Rights Law from England, for which she received a full scholarship on merits, and also a Master’s Degree in International Law (Abogacía Internacional) from Spain.
Anna leads our Corporate and Commercial Law Practice, and specialises in business set-up, investment transactions, and immigration strategies.
Being an expat herself, she successfully runs the firm and several other businesses and works with investors from across the Globe.
Anna is fluent in English, Russian, and Spanish, and also speaks French and Catalan.
About this webinar
In this webinar, Green Ocean Global Managing Director John McNertney, CFP® GFP Fellow and Klev&Vera Managing Partner Anna Klevtsova will explore the critical yet often overlooked challenges that Americans face when relocating to Spain. Drawing on real-world legal, tax, and immigration cases, they will offer practical guidance to ensure a smoother transition abroad for globally mobile clients.
Some of the relevant issues that will be addressed include:
- Navigating the Spanish visa system and understanding key documentation timelines
- Legal and bureaucratic differences between U.S. and Spanish systems
- Tax residency planning, wealth taxes, and U.S. financial reporting obligations
- Cultural and lifestyle adjustments, from education and healthcare to renting property
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.
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