Planning for Retirement in Spain vs Portugal
Webinar Registration
Presenter: John McNertney CFP® GFP Fellow
Chief Executive Officer at Green Ocean Global Advisors. Read More
John is an intensely creative professional who is passionate about helping others lead rewarding lives off the beaten track. He is both highly experienced, but also energetic in the application of modern financial planning principles in the service of his clientele.
John started Green Ocean Global in 2022. Previously, John worked for Merrill Lynch, TD Ameritrade, and at a few independent planning firms in the bay area. He has over 16 years of experience, as of 2023 and as of this moment, feels he "is just getting started."
Although a California native, John earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French. He also holds a CFP (Certified Financial Planner®) and GFP (Global Financial Planner) designations.
Currently, John is co-located in Lisbon, Portugal, and San Francisco CA. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.
Presenter: Michael Averbukh MD. MHA.
Chief Executive Officer & Managing Partner at Serenity. Read More
Michael has over 25 years of experience as a senior Healthcare leader with a successful track record in the Hospital and Healthcare industry. He has a unique ability of combining vast clinical experience with managerial expertise. He is skilled in Strategic Planning, Operational Management and Organizational Development. Michael is a strong business development professional as he graduated from the Hebrew University in Jerusalem ( MD ) and Ben-Gurion University of the Negev ( MHA ).
In this webinar, In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® will review the key differences and considerations for retirees choosing between Spain and Portugal. This comprehensive session will cover financial, lifestyle, and practical aspects to help you make an informed decision.
- Gain insights into the cost of living in both Spain and Portugal, including housing, healthcare, and everyday expenses, and how they compare to other popular retirement destinations.
- Understand the tax implications for retirees in both countries, including any available tax incentives, double taxation treaties, and specific financial benefits that can enhance your retirement plan.
- Learn about the healthcare systems in Spain and Portugal, including the quality of medical care, availability of health insurance options, and how to navigate the public and private healthcare sectors.
- John frequently addresses inquiries about the visa and residency requirements for retirees, including the Golden Visa programs and how to qualify for long-term residency in each country.
- Explore the cultural and social aspects of living in Spain versus Portugal, including language considerations, community integration, and lifestyle differences that could influence your retirement decision.
We hope you can join us!
- Can I ask questions?
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A. - Do I need to be a client of Green Ocean Global to attend?
Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global. - What if I register but can’t make it?
It’s all good. We will record the webinar and send the recording link. - Can I invite a friend?
Certainly. Just give them this website address and ask them to register.