Double Header: Introducing Our New Partnership with Currencies Direct and Issues Affecting the Children of the Globally Mobile
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Premium Webinar Registration
Time left to register:
Tuesday, December 17th (150 Seats)
10:00 AM PT / 12:00 PM CT / 1:00 PM ET
Host: Ashley S. Murphy, CFP® GFP Fellow
Ashley Murphy, CFP® GFP Fellow is a tri-citizen of the USA, Australia, and the UK. He 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. More Info
Upon settling upon his target market of Australian-American-British expatriates, Ashley grew his firm’s revenue almost 300% in 18 months. In pre-Covid times, Ashley would travel around the U.S. regularly to visit clients and would spend a month in Australia each year with his family to keep current on their financial planning issues, visit clients and attend conferences.
From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He was formerly a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (2017 - 2019) and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the only financial advisors educated in both advice markets. Ashley has been quoted in the Wall Street Journal, profiled in Financial Advisor Magazine, and has written several guest-blogs for Michael Kitces’s Nerd’s Eye View.Ashley presently lives with his wife Eliza, and daughters Elise & Jasmine in Brisbane, Australia. He enjoys cycling, reading, and world travel. He is a futurist with interests in architecture, renewable energy, and demographics.
Guest: Amanda Dunn
Partnership Manager at Currencies Direct. More Info
In this premium webinar, Ashley Murphy will review equity compensation across borders.
Some of the topics that will be addressed include:
First we’ll be hearing from Amanda Dunn and learning about the incredible new partnership we’ve entered into with them. Amanda will give us a run through of the Currencies Direct platform including:
- The unbeatable pricing
- How to set up rate alerts
- 24/7 transfers online or by app
- Personal account management & multi-lingual staff to assist you and your clients
- No hidden fees
Amanda will be followed by Ashley who will be presenting on ‘Issues Affecting the Children of the Globally Mobile’ including:
- Immigration issues
- Education & college planning
- How to structure and where to obtain life insurance
- Estate planning (Wills/trusts)
- Real Estate decisions
We hope you can join us!
- Can I ask questions?
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A. - Do I need to be a member of the Global Financial Planning Institute to attend?
Open webinars are free to everyone and premium webinars require payment by everyone except Full and Associate members. - What if I register but can’t make it?
No worries! We will record the webinar and send the recording link. - Can I invite a colleague?
Certainly. Just give them this website address and ask them to register.