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Join us for an exclusive gathering at the Grand Hyatt Scottsdale Resort, following the conclusion of the Investments & Wealth Institute Experience conference. This post-con offers a unique opportunity for networking with and learning from cross-border financial planners.
Join Ashley Murphy, Founder and Executive Director of GFPI, and Mehdi El Kadiri, President of Global Citizen Solutions, for a practical conversation on residency, citizenship and jurisdictional optionality as emerging components of international wealth planning.
The GFP Master Class is intended to provide students with the relevant knowledge to work with expats who have moved to the U.S. or Americans abroad with their outbound planning.
This course teaches experienced financial planners a transferable methodology for advising clients whose financial lives span borders — primarily Americans living a life abroad, or clients who otherwise hold substantial investment assets in the US.
Earn 15 hours of CE credit, including 5 hours of IWI tax & regulations CE, for CIMA®, CPWA®, and RMA® certifications