SCHEDULE

The Schedule

Get to know our list of activities for each day.

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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4:00 PM TO 7:30 PM

Registration

Transport to the hotel for check in and conference registration.

6:00 PM TO 9:00 pM

Networking & Cocktails

Meet your fellow Global Financial Planners!

See 61 on the map below.

8:00 AM TO 9:00 AM

Breakfast

Enjoy a nutritious breakfast included in your ticket price.

Free to choose. No designated area.

9:00 AM TO 9:10 AM

General Assembly: Ashley Murphy

Global Financial Planning Institute Founder and President

Location: See 45 on the map.

9:10 AM To 10:10 AM

Keynote Speaker: Derek Yan

Economic & Market Update

Location: See 45 on the map.

10:10 AM TO 10:20 AM

Break

 

10:20 AM TO 11:20 PM

Discussion Roundtables

Location: See 45 on the map.

11:20 AM TO 11:30 AM

Break

 

11:30 AM TO 12:30 PM

Cross Border Tax Planning: Alicea Castellanos

U.S. persons in receipt of foreign gifts and inheritances, foreign accounts and assets compliance, Offshore voluntary disclosures/tax amnesties)

Location: See 45 on the map.

12:30 PM tO 12:40 PM

Break

 

12:40 PM TO 1:40 PM

International Education Planning: Jeff Crampton

Location: See 45 on the map.

1:40 PM tO 3:00 PM

Lunch

Location: See 17 on the map.

3:00 PM TO 4:00 PM

General Assembly: Andrew Fisher

Developing a Financial Planning Process for Foreign Citizens in the U.S.

Location: See 45 on the map.

4:00 PM to 4:10 PM

Break

 

4:10 PM TO 5:10 PM

Cross-border Estate and Asset Protection: Eli Akhaven

Location: See 45 on the map.

7:00 PM

Dinner, Cocktails & Networking

Join us for dinner and please bring your guest.

Location: See 42 on the map.

8:00 AM TO 9:00 AM

Breakfast

Enjoy a nutritious breakfast included in your ticket price.

Free to choose. No designated area.

9:00 AM TO 10:00 AM

Panel Discussion: Ashley Murphy (Host), John McNertney, Andrew Fisher, Lauris Lambergs

External Marketing & Business Development

Location: See 45 on the map below.

10:00 AM TO 10:15 AM

Break

 

10:15 AM TO 11:15 AM

Panel Discussion: Wealthspire's Jim Decarlo (Host), Natalie Truty, Raoul Rodriguez, Andrew Fisher

Internal Best Practices & Succession (Logistics and succession)

Location: See 45 on the map below.

11:15 AM TO 11:30 AM

Break

 

11:30 AM TO 12:30 PM

Live Case Study Supervision: Lauris Lambergs

Location: See 45 on the map below.

12:30 PM TO 1:00 PM

GFPI Members: Open Discussion

Q&A / GFP Update / Feedback / Close

Location: See 45 on the map below.

1:00 PM TO 2:00 PM

Lunch

Free to choose. No designated area.

2:30 Pm

Departure

 

Hotel Map

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