January 17-19, 2026 /
Prospera - Roatán

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The Global Financial Planning Event of The Year

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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.

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Meet the speakers behind the GFP’s most talented planners and advisors.

Ashley Murphy
GFPI
Founder and President

​Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.​

From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He served as a Knowledge Circle host for the Financial Planning Association's International and Cross-Border Knowledge Circle (2017 - 2019), and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the few financial advisors qualified in multiple countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine.​

Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Australia. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.

Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education - at scale. His approach combines lessons from his own teaching experience with best practices in online education, artificial intelligence, and organizational psychology. He is an Investment News “40 under 40” and his courses and programs have won national awards from ThinkAdvisor, Investopedia, Yahoo! Finance, and the AFCPE.

Matt is the Chief Strategy Officer for the Brett Danko Education Center, which helps thousands of current and future financial planners pass the CFP exam. Collectively, those folks go on to provide financial advice and planning to millions of people.

Matt co-founded the Global Financial Planning Institute to promote competency in the cross-border financial planning space. In addition, he is a FinServ mentor and serves with the FPA and the AFS to advance financial planning education in higher education and to career changers around the world.

Previously, Matt ran Dalton Education as VP of Financial Planning Education at CeriFi from 2023 to 2025. From 2022 to 2023, Matt worked at CFP Board as Director of Knowledge for Practice. From 2018 to 2022, he worked in a series of roles at The American College of Financial Services, culminating as the director of their CFP® and ChFC programs. From 2016 to 2018, he was a professor of personal finance at the University of Georgia. And, from 2016 to 2020, he created and produced the lighthearted personal finance show Nothing Funny About Money on NPR. Before switching careers to financial planning, Matt ran the psychology research consulting firm Beyond Berkeley and taught psychology and statistics courses at UC Berkeley and the University of Georgia.

Matt has a Ph.D. in social psychology from UC Berkeley, an MS in social psychology from the University of Georgia, and a BS in psychology with minors in statistics and history from the University of Florida.

Artur Saraiva
Global Citizen Solutions
Founder

Artur Saraiva is a distinguished global business leader and entrepreneurial innovator with a global career spanning key markets, bringing a wealth of international expertise to the complex world of global mobility. Having lived in five countries and holding advanced degrees in Quantitative Finance and Investment Banking from the University of Reading in the UK, Saraiva has established himself as a prominent expert in global mobility, real estate investments and international residency strategies.

In 2017, Saraiva founded Global Citizen Solutions, channeling his extensive international experience into a venture that addresses the evolving needs of global professionals and investors. His career is characterized by a deep commitment to helping individuals and organizations navigate the intricate landscape of international opportunities, with a specialized focus on developing comprehensive Plan B solutions for high-net-worth individuals and global entrepreneurs.

João Pacheco Goncalves
Global Citizen Solutions
Head of Institutional Client Relations

With an academic background in International Relations and having lived in multiple countries across three different continents, Joao Pacheco Gonçalves has long been fascinated by how the world connects. His first step into global affairs came during his experience at the Portuguese Embassy in China, sparking a career dedicated to freedom of movement.

Today, he combines that early diplomatic exposure with his Swiss asset management experience in advising institutional clients. His focus is bridging global mobility with private wealth strategies, helping high-net-worth individuals pair assets with alternative residencies and passports.

Agenda (in progress)

5:00 PM TO 5:10 PM

Introductory Remarks

5:10 PM TO 5:20 pM

Guest Presentation

5:20 PM TO 5:40 pM

Guest Presentation

5:40 PM TO 6:20 pM

Table Topics and Introductions

7:00 PM TO 10:00 pM

Cocktails, Networking and Dinner

8:00 AM TO 9:00 AM

Registration and Breakfast

10:00 AM To 10:50 AM

Panel - Pension Plan Considerations for Americans Retiring Abroad

10:50 AM TO 11:10 AM

Break

11:10 AM TO 12:00 PM

Unlocking Global Opportunities Through Residency & Citizenship Planning
Presented by Artur Saraiva & Joao Pacheco Goncalves

12:00 PM TO 1:00 PM

Lunch

1:00 PM TO 1:50 PM

Presentation - Alternative Tax Strategies for Expats

1:50 PM tO 2:40 PM

Guest Presentation

2:40 PM TO 3:00 PM

Break

3:00 PM TO 3:50 PM

Presentation

3:50 PM TO 5:00 PM

Case Study

9:00 AM TO 11:00 AM

Excursion / Boat Trip / Golf

Session Topics

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

Cover clients across borders to ensure generational wealth.

Retirement Planning

Know what holdings to maintain after your client leaves the workforce.

Immigration Planning

Navigate 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.

Check out the best moments from GFP CONNECT 25

GFP CONNECT 25 was held March 2025 in Austin, TX

Venue Details

Book your stay with Prospera

Click or scan the QR code below to reserve your room for the conference in January 17-19, 2026.
+1 (202) 991-0640

Ticket Pricing

Full and Associate members of the Global Financial Planning Institute receive a discount. Click here to login.

All GFP Sessions Included

Access to all GFP sessions.

Dinner and Cocktail Reception - cost not included in ticket price

Join us for dinner and a cocktail reception 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.

Premium Member Ticket
Price includes tax
$995
Was: $465
Members save: 15%
Includes:
8 GFPI Credit Hours
Access to all sessions
Networking lunch
Member discount
Purchase Ticket
General Admission Ticket
Price includes tax
$1195
Includes:
8 GFPI Credit Hours
Access to all sessions
Networking lunch
Member discount

Full and Associate members of the Global Financial Planning Institute receive a discount. Click here to login.

Purchase Ticket

Scheduled price increases

Pricing Window
Premium Member Pricing
Open & Non-member Pricing
Super Early Bird: July 1 - August 31
$895
$995
Early Bird: September 1 - November 27
$995
$1195
Regular: November 28 - January 1
$1195
$1295