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In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC and Jess Roberson, Relationship Manager at WHVP reviewed foreign exchange tips and how Green Ocean Global assists clients.
Some of the relevant issues that were addressed include:
- Update on Currency Exchange Rates
- Multi-Currency Wallets
- Order types (Limit orders, Forwards)
- Common recurring payment use cases (Taxes, mortgages, remittances, stock awards)
- Case Study: Client Purchasing New Home Abroad
We hope you enjoy!
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