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introduction

You Are Invited to the Global Financial Planning Institute's Annual Conference

The Connect conference will be an opportunity to connect with and learn from leading international and cross-border practitioners that do financial, tax and estate planning.

We are so excited to bring everyone together to connect in-person. It’s been our dream over the past two years to meet all who have joined our like-minded community.

Join us on the warm beaches of Playa del Carmen, Mexico in January 2023!

Calling all financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals

We hope you enjoy it as much as we did creating it. Cheers!

Ashley Murphy, GFP (USA/AUS) CFP® AIF
Founder and President

Sponsors & Affiliates
daily workshops

This is a descriptive paragraph about this feature and all it has to offer.

q&a sessions

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Live Training

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speaker

Andrew Fisher

Partner at Cerity Partners, Head of Cross-Border Planning

Andrew is widely regarded as a leading advisor to international and cross-border families, who often face more complex wealth management and tax issues resulting from their multinational lives, particularly when an individual is a citizen or tax resident of the United States.

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speaker

Brendan Ahern

Chief Investment Officer at KraneShares

Brendan joined KraneShares in 2012. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry.

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speaker

Natalie Truty

Vice President at Wealthspire Advisors

Natalie Truty joined the Wealthspire Advisors in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy.

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speaker

Alicea Castellanos

CEO and Founder of Global Taxes LLC

Alicea Castellanos is the CEO and Founder of Global Taxes LLC. Alicea provides personalized U.S. tax advisory and compliance services to high net worth families and their advisors. Alicea has more than 17 years of experience. Prior to forming Global Taxes, Alicea founded and oversaw operations at a boutique tax firm, worked at a prestigious global law firm and CPA firm. 

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speaker

John McNertney

Founder at Green Ocean Global Advisors, LLC

John is an intensely creative professional, who is passionate about helping others lead rewarding lives off the beaten track. He strives to not just solve for "making ends meet", but find inspiration and purpose in every day.

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speaker

Raoul Rodriguez

Certified Financial Planner

Rodriguez specializes in the intricacies of working with expatriates, principally the American community in Mexico and Mexicans in the U.S. He knows how wonderful (and challenging) it is to live as an expat because he has lived that life.

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Schedule

The Schedule

4:00 PM TO 7:30 PM

Registration

Transport to the hotel for check in and conference registration.

7:30 PM TO 10:30 pM

Networking & Cocktails

Meet your fellow Global Financial Planners!

8:00 AM TO 9:00 AM

Breakfast

Enjoy a nutritious breakfast included in your ticket price.

9:00 AM TO 9:30 AM

General Assembly: Ashley Murphy

Global Financial Planning Institute Founder and President

9:30 AM To 10:30 AM

Keynote Speaker: Brendan Ahern

Economic & Market Update

10:30 AM TO 10:45 AM

Break

 

10:45 AM TO 12:00 PM

Speed Dating / Introductions (all)

 

12:00 PM TO 1:00 PM

Breakout Sessions x2

1) Tax Planning: Alicia Castellanos
2) Cross-border Estate and Asset Protection: Eli Akhaven

1:00 PM tO 2:00 PM

Lunch

 

2:00 PM TO 3:00 PM

Breakout Sessions x2

1) US Tax Consequences of Foreign Pensions: TBD
2) Cross-border Educational Planning: TBD

3:00 PM TO 3:15 PM

Break

 

3:15 PM TO 4:00 PM

General Assembly: Shawn Brayman

Comments on Cross-border Planning Industry

4:00 PM to 5:00 PM

General Assembly: TBD

Comments on Cultural Differences

5:00 PM to 6:00 PM

Break

 

6:00 PM TO 7:00 pM

Networking & Cocktails

Meet your fellow Global Financial Planners!

7:00 PM

Dinner

Enjoy one of the many restaurants at the resort with your significant other.

8:00 AM TO 9:00 AM

Breakfast

Enjoy a nutritious breakfast included in your ticket price.

9:00 AM TO 9:45 AM

General Assembly: Ashley Murphy (Host), John McNertney

Panel Discussion on Marketing & Business Development

9:45 AM TO 10:45 AM

General Assembly: Jim Decarlo (Host), Natalie Truty, Raoul Rodriguez, Andrew Fisher

Panel Discussion on Best Practices & Succession

10:45 AM TO 11:00 AM

Break

 

11:00 AM TO 12:00 PM

General Assembly: Andrew Fisher

Planning for Foreign Citizens in U.S.

12:00 PM TO 1:00 PM

GFPI Members: Open Discussion

Q&A / Voting / Close

1:00 Pm

Departure

 

Topics

Session Topics

The following topics will be covered from a global financial planning perspective.

Investment Management

Critique custodians handling global assets and other investments.

Tax Planning

Analyze your client's global financial situation to plan for that time of year.

Financial Planning

Learn how to help clients set goals and plan for transitions globally.

Income Planning

Learn about stable and dependable global sources of retirement income.

Estate Planning

Make sure your clients are covered across borders to ensure generational wealth.

Retirement Planning

Know which accounts to maintain after your client leaves the workforce.

Immigration Planning

Comprehend complex immigration issues for businesses and individuals.

Foreign Exchange

Optimize workflows dealing in the currency of other countries.

Insurance Planning

Evaluate risks and learn which global coverage mitigates those risks.

Registration

Registration

Full and Associate members of the Global Financial Planning Institute receive a discount.

$
79
Diamond

Get entrance to all events and sessions

Unlimited cups of coffee with your carnet

Meet your favorite speakers in-person

Get Access to all Audio and Video Files

Full & Associate Members
$
1,595
Price includes tax

Access to all events and sessions

Accommodation included for Saturday and Sunday

Fully inclusive dining

Pricing is double occupancy

Option to extend stay at discounted group rate

All attendees are welcomed and encouraged to have a guest join them for the duration of their stay. Price covers one conference attendee and one hotel guest.

These guests are welcome to all meals, the cocktail reception on Saturday night, and formal dinner on Sunday night.

Up to two kids 6-12 years old are allowed per room and cost is $109 per day.
General and Open Members
$
1,795
Price includes tax

Access to all events and sessions

Accommodation included for Saturday and Sunday

Fully inclusive dining

Pricing is double occupancy

Option to extend stay at discounted group rate

Members Pricing Schedule
July 30th - Aug 10th

First Connectors

$1,395

Aug 11th - Dec 2nD

Early Bird

$1,445

Dec 2nd - Dec 9th

Connect Conference

$1,595

Conference Only

$479

Connect Recordings

$249

General Pricing Schedule
July 30th - Aug 10th

First Connectors

$1,595

Aug 11th - DeC 2nd

Early Bird

$1,645

Dec 2nd - Dec 9th

Connect Conference

$1,795

Conference Only

$679

Connect Recordings

$245

Additional $1.70/night environmental fee NOT included and charged at check-out.

Cancellation Policy: Full refund up to December 6th. After December 6th, we will issue a credit for the following year.

Travel Insurance: Please purchase your own travel insurance.
venue

Paradisus Playa del Carmen

Next 14-16 of January we will be gathering at the Paradisus Playa del Carmen.

address

5 Av. Nte. 5ª, Luis Donaldo Colosio, 77728 Playa del Carmen, Q.R., Mexico

more information

+52.800.918.0347 - Paradisus Playa del Carmen Resort

(888) 544-3250 - Press 1 for Community Manager, Amy Venegas

Registration

Register for GFP CONNECT 
2023

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