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The Connect conference is 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 next year for the opportunity to network and unplug in a warm climate.
Calling all financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals
We hope you enjoy it as much as we do creating it. Cheers!
Ashley Murphy, GFP (USA/AUS) CFP® AIF
Founder and President
No other event comes close to our depth of specialized global financial planning and investment management content.
Purchase the 2023 presentation recordings to learn from others who are passionate about global financial planning.
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This is a descriptive paragraph about this feature and all it has to offer.
This is a descriptive paragraph about this feature and all it has to offer.
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.
Derek Yan joined KraneShares in August 2015. Derek’s responsibilities include evaluating investment opportunities, formulating investment strategies, and providing in-depth portfolio research. He is also involved in the portfolio management and trading execution process and is a leading expert in index construction.
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.
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.
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.
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.
The following topics will be covered from a global financial planning perspective.
Critique custodians handling global assets and other investments.
Analyze your client's global financial situation to plan for that time of year.
Learn how to help clients set goals and plan for transitions globally.
Learn about stable and dependable global sources of retirement income.
Make sure your clients are covered across borders to ensure generational wealth.
Know which accounts to maintain after your client leaves the workforce.
Comprehend complex immigration issues for businesses and individuals.
Optimize workflows dealing in the currency of other countries.
Evaluate risks and learn which global coverage mitigates those risks.
Full and Associate members of the Global Financial Planning Institute receive a discount.
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
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
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
First Connectors
$1,395
Early Bird
$1,445
Connect Conference
$1,595
Conference Only
$479
Connect Recordings
$249
First Connectors
$1,595
Early Bird
$1,645
Connect Conference
$1,795
Conference Only
$679
Connect Recordings
$245
Set on the beach and surrounded by mangrove trees, Paradisus Playa Del Carmen is a four Diamond resort perfect for gatherings and down time.
Next 14-16 of January we will be gathering at the Paradisus Playa del Carmen.
5 Av. Nte. 5ª, Luis Donaldo Colosio, 77728 Playa del Carmen, Q.R., Mexico
+52.800.918.0347 - Paradisus Playa del Carmen Resort
(888) 544-3250 - Press 1 for Community Manager, Amy Venegas
No other event comes close to our depth of specialized global financial planning and investment management content.
Purchase the 2023 presentation recordings to learn from others who are passionate about global financial planning.
