Click here to learn more about the Global Financial Planning Essentials Certification
⚠️ Click here to register to our upcoming webinar "Global Portfolios Unleashed: Navigating Cross-Border Investment Trends in 2024" streaming Oct 22nd ⚠️
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Enjoyed the Retreat? Join us in 2025 for GFP CONNECT

Join us for our annual conference in Austin.

Date: March 29-30, 2025
‍Location: JW Marriott Austin, TX

Learn More

Thank you to our sponsors:

Schedule and Pricing

8:00 AM TO 8:30 AM

Registration and Breakfast

8:30 AM TO 9:00 AM

Introductory Remarks / Sponsor Presentation

9:00 AM TO 9:30 AM

Round Table Discussions

9:30 AM TO 10:30 AM

Navigating U.S. and U.K. Cross-Border Financial Planning Amid Non-Dom Rule Changes

10:30 AM TO 10:45 AM

Break

10:45 AM TO 11:15 AM

Sponsor Presentation

11:15 AM TO 12:15 AM

A European Second Home? New Rules, New Opportunities in Spain

12:15 AM TO 1:00 PM

Lunch

1:00 PM TO 2:30 PM

Using your Tech for Success with Cross Border Clients

2:30 PM to 4:00 PM

Napa Valley wine tasting

5:30 PM

Dinner and Drinks - cost not included in ticket price

Pricing
$
2,045
$
299
Price includes tax. Members receive $30 discount!

3 sessions

Catered lunch

Napa Valley wine tasting

I want to RSVP

GFP Retreat 2024 Photos

Ashley S. Murphy
CFP®, GFP Fellow

Ashley Murphy 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.

Register Your Interest for GFP CONNECT 25

Join us in Austin, TX for our annual conference in collaboration with IWI.
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Global Financial Planning Institute

200 Southdale Center
Edina, MN, 55435

(888) 544-3250

info@gfp.institute

Copyright 2024, Global Financial Planning Institute

The Global Financial Planning Institute:
Membership Options

Open
Free
What's included:
All Member Forum (unmoderated)
Introductory Presentations only (no access to slide-deck)
Blog
Get Started
Most Popular
Associate
$295/yr
Everything in Open plus:
Member Only Forum
Discounts to Conferences/Events
Institutional Foreign Exchange (10 bps @ $20K)
Professional Services Network
Intermediate and Advanced Presentations (Slide-decks) + White Papers
Members of this level have not passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ and/or do not fulfill full membership requirements.
Get Started
Full
$445/yr
Everything in Associate plus:
HEART Exit tax Calculator
Find an Advisor Listing
Media Enquiries
Use of GFP Designation
Institutional Foreign Exchange
Multi-Currency Client Investment Plan
Members of this level have passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ OR an equivalent exam AND fulfill the following requirements:
  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
  • At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity.
  • A fiduciary standard of care.
Get Started

Community

  • Community Forum
  • Regular Webinars​
  • Conferences

Education

  • Master Class for US Inbound/Outbound Financial Planning
  • Blog
  • White papers
  • ​Future: Cross-Border in specific countries
  • Podcast

Platform and Resources

  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and

Ongoing Research​

  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
  • At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity.
  • A fiduciary standard of care.