close x
download

Brochure

Enter Your Info Below And We Will Send
You The Brochure To Your Inbox!

Thank you!
Your submission has been received!

Oops! Something went wrong while submitting the form

brochure
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

Affiliates
daily workshops

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

q&a sessions

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

Live Training

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

speaker

Jim Decarlo

Chief Growth Officer at Wealthspire Advisors

Jim and his team joined Wealthspire Advisors in 2020, after standing for 5 years as CEO of StratWealth – an award winning independent Registered Investment Advisor firm founded in 1991 that serves clients throughout the Maryland area (with offices in Fulton, Annapolis, and Salisbury). StratWealth provided clients with objective, unbiased investment and financial planning advice.

learn more
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. 

learn more
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. He frequently writes and speaks to the unique financial complexities faced by international families. He is also the author of The Cross-Border Family Wealth Guide, a personal financial planning book for internationally oriented families.

learn more
speaker

Annette van der Feltz

Expatriate Assistance Consultant

Annette's goal is to help the foreign feel familiar for Dutch businesses expanding to the United States. She connects Dutch and American companies by inspiring them to explore their own – often unconscious – way of doing business and comparing this to the host country’s way of doing business.

learn more
speaker

Eli Akhavan

Partner at Steptoe

Eli Akhavan focuses his practice on tax and estate planning for high-net-worth US and non-US clients. He advises domestic and international individuals and families with respect to tax and estate planning for their US assets and beneficiaries.

LEARN MORE
speaker

Laura Doe

Advisor at Portentus.net

Has more than twenty years of experience assisting clients with allegations of financial reporting improprieties, investigating employee fraud and misconduct.

He will have a special Workshop about how to invest on new Startups.

LEARN MORE
Schedule

The Schedule

12:00 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

General Assembly: Keynote Speaker

 

10:30 AM TO 11:00 AM

Break

 

11:00 AM TO 12:00 PM

Speed Dating / Introductions (all)

 

12:00 PM TO 1:00 PM

General Assembly: Andrew Fisher

Practice Management

1:00 PM tO 2:00 PM

Lunch

 

2:00 PM TO 3:00 PM

Breakout Sessions x2

Financial / Tax Planning (Premier Sponsor 1) Investments / Insurance (Premier Sponsor 2)

3:30 PM TO 4:00 PM

Break

 

4:00 PM TO 5:00 PM

General Assembly: Annette van der Feltz

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 10:00 AM

General Assembly: Jim Decarlo, Wealthspire

Panel Discussion on marketing and business development best practices.

10:00 AM TO 11:00 AM

Breakout Sessions: Alicia Castellanos & Eli Akhaven

Case studies on global tax and legal.

11:00 AM TO 11:30 AM

Break

 

11:30 AM TO 12:30 PM

General Assembly: Marquee Sponsor

Subject TBD

12:30 PM TO 1:30 PM

GFPI Members: Open Discussion

Q&A / Voting / Close

1:30 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

Early Bird Registration

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

Rate applies until November 18th, 2022.

$
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
$
1,445
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
$
1,645
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 - Nov 18th

Early Bird

$1,445

Nov 19th - 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 - Nov 18th

Early Bird

$1,645

Nov 19th - 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

Please fill out the form to register.

important

Your submission has been received!
You'll be redirected to complete your purchase.

If you were not redirected, please contact us at GFPCONNECT23@gfp.institute

Oops! Something went wrong while submitting the form, please try again...