March 29-30, 2025 /
Austin, TX, United States
The Global Financial Planning Event of The Year
Formed in 2020, the Global Financial Planning Institute exists to provide education, community, tools and ongoing research for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals.
Our Sponsors
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.
Register NowMeet the speakers behind the GFP’s most talented planners and advisors.
Do’s and Don’ts for Americans Abroad
Featured Session
Practical Considerations in Working with International and Cross-Border Clients
Featured Session
Session Topics
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.
Cover clients across borders to ensure generational wealth.
Know what holdings to maintain after your client leaves the workforce.
Navigate 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.
Check out the best moments from previous conferences
GFP CONNECT 24 was held January 2024 in Miami, FL
Venue Details
Dates
Ticket Pricing
Full and Associate members of the Global Financial Planning Institute receive a discount.
All access included
Access to all sessions on the 30th.
4 star hotel
Enjoy your stay in the warm and vibrant city of Austin, TX.
All inclusive dining
Enjoy breakfast, lunch, dinner and cocktail reception on the 29th to network with fellow global financial planners.
8 GFPI Credit Hours
Earn GFP Fellow CE credit hours by attending the conference or purchasing the recordings.
Are you an Associate Member of the GFP or GFP Fellow? Log in to get 15% off your ticket!
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