New Playbook for 2025? Post-Election Market Insights with John McNertney, CFP®
In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC, will share his perspectives on the market and economy following the 2024 presidential election.
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.
Some of the relevant issues that will be addressed include:
- Level set: A framework to understand how elections tend to play out to help you interpret potential market and economic changes.
- An exploration of why understanding these trends is crucial for making informed investment decisions in a shifting landscape.
- John will discuss recent client cases which highlight the risks inherent in the current market and the strategies to address them (both psychologically and financially).
- What’s the most common question clients ask regarding the market’s future? John will address this and offer his professional take.
We hope you can join us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.