The Checkbook IRA: How to Place Non-Paper Investments in Your Retirement Accounts
Webinar Registration
Presenter: John McNertney CFP® GFP (USA)
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, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) will explain how the checkbook IRA works.
- Why this is not already a default option for most Americans.
- Some of the additional rights and responsibilities that individual investors need to know.
- Specific examples of permitted investments.
- How the strategy had the potential to go sideways and ruin your retirement accounts.
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.