Portugal - Blending Relaxation With Opportunity

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Marina Tormin


Marina is a dedicated Immigration lawyer based in Lisbon, serving as the Team Leader for Immigration in Portugal. With extensive expertise in both immigration law and citizenship processes, Marina is passionate about guiding clients through the complexities of moving to Portugal. She focuses on simplifying each step of the relocation journey, offering tailored support to ensure a smooth and stress-free transition. Marina is committed to refining procedures and optimizing the client experience, ensuring a seamless path to settling in Portugal and achieving their citizenship goals.


Vasco Almeida Dias


Vasco is a Portuguese lawyer working mainly in real estate law and immigration law, especially with private clients, transferring residence to Portugal, developing, executing, and monitoring investments, obtaining Portuguese nationality, and related matters.


Our conversation focuses on Portugal's Golden Visa Program.


Stephen & Kim Millington


Steve and Kim are expats who are now living in Portugal. They chose to live outside the big cities and enjoy a traditional Portuguese lifestyle. Our conversation includes the challenges and benefits of moving to Portugal and things they wish they would have known before moving.


Joana Mello

Joana is an experienced Tax Lawyer in Portugal. She specializes in helping individuals and businesses navigate Portugal’s tax system with confidence. From understanding tax obligations to optimizing financial strategies, her expertise ensures clients can make the most of their move to Portugal.


Joana shares invaluable insights on Portugal’s tax laws, including tips for managing your finances effectively and staying compliant while settling in this beautiful country.


Banking Partners

Wise


Andrew Jernigan

Andrew is an expert in risk management, specializing in international health insurance for those living a cross-border lifestyle. He understands that selecting the right health insurance policy is crucial but often confusing. Andrew will shed light on the various types of health insurance available and share essential insights that many people overlook. Additionally, he’ll discuss other important documents to have while living abroad. Join Andrew to learn how to design a health insurance policy that perfectly suits your needs with Insured Nomads!



Doug Hendler


Doug is a Canadian lawyer specializing in expatriation and tax residency matters. With a focus on helping clients navigate the complexities of leaving Canada, Doug will share essential insights on becoming a non-tax non-resident. His expertise is crucial for anyone considering this transition, as improper handling can lead to significant financial and legal repercussions. Join Doug for a valuable discussion that will help you exit Canada the right way, saving you time, money, and stress!


Pablo Arias – International Relocation Partner


Pablo is an International Relocation Expert specializing in moving personal belongings seamlessly across borders!

With years of experience helping individuals and families transition to new countries, Pablo knows how to take the stress out of relocation. From navigating customs requirements to ensuring your cherished items arrive safely, his expertise covers every step of the process.


Pablo will share valuable tips and insights to make your move to Portugal smooth and hassle-free.


Language Learning Partners


Sally Pederson - Real Estate in Portugal


Discover the opportunities waiting in Portugal’s real estate market! Whether you're looking to relocate, invest, or find the perfect vacation home, this presentation will guide you through Portugal’s diverse regions, property options, and the legal steps for foreign buyers.


Learn how to make smart investments in one of Europe’s most sought-after destinations for expats and investors alike.


Jamie Vrijhof-Droese is a Swiss expert in cross-border wealth management renowned for her dedication to providing tailored solutions that empower U.S. clients. As the driving force behind business development, Jamie specializes in advising clients on international diversification and asset protection.


With a keen understanding of the evolving landscape of global finance, Jamie ensures clients are equipped to mitigate risks such as USD devaluation, legal liabilities, and privacy concerns, while seizing international investment opportunities often unavailable domestically.


Kelly Cutchin – International Currency Exchange.


Kelly is a seasoned expert in international finance and currency exchange. She represents Money Corp, a leading provider of global payment solutions. With years of experience helping individuals and businesses manage currency transfers and mitigate risks in foreign exchange,


Kelly brings valuable insights into making the most of your money when moving abroad or investing internationally. Her presentation will provide practical strategies for optimizing currency conversions and managing finances across borders.


Investment Opportunities

*All investment opportunities involve risk. Do not risk more than you can afford to lose. Please do your due diligence.


Kristina von Oertzen


Kristina is an expat now living in Portugal. Along with her own personal experiences, she shares some fantastic tips and things to look out for when moving abroad. She learned the hard way that it is important to speak with experts, as the wonderful lower tax situation does not apply to everyone.


Art Smith and Peter Jarman

Art and Peter are key figures behind the private real estate investment trust (REIT) focused on acquiring undervalued and underperforming multi-residential and commercial properties in Western Canada's Secondary Real Estate Market.

Additionally, they specialize in providing investors with opportunities for portfolio diversification beyond traditional assets like cash, stocks, and bonds. Join Art and Peter to explore the exciting investment opportunities in Canada’s real estate market and discover how to enhance your investment strategy!


Alex McGowin

Alex's career began focusing on the intricate tax issues faced by US expats and nonresidents. His journey in international taxation deepened with his role at Grant Thornton, where he led a team dedicated to resolving complex tax matters for multinational corporations. He further honed his expertise in the corporate tax department of an international corporation, tackling diverse international tax challenges.

Alex teaches Taxation of Individuals and Business Entities to undergraduate and graduate students at the University of Mobile.


Sally Pederson - Founder, Global Citizen Life


In this insightful presentation, Sally Pederson, founder of Global Citizen Life, explores the benefits of dual citizenship and how it can unlock a world of opportunities. From enhancing personal freedom to providing financial advantages and security, Sally shares expert advice on obtaining additional citizenships and leveraging them for global diversification. Learn how dual citizenship can offer you greater flexibility and open doors to new possibilities around the world.


Thank you for attending our summit! We hope you found the sessions informative and inspiring. If you have any questions or would like to connect with any of the speakers, please fill out the form below, and we'll be happy to assist.

We appreciate your participation and look forward to staying in touch!