Foreign Exchange Tips for Americans in Portugal

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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.

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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!