Global Mobility as a Core Wealth-Planning Strategy
Join Matt Goren, Co-Founder 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.
Speakers
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 adult 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 Danko Education, 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 Financial Planning Association and the Academy of Financial Services to advance financial planning education in higher education and to career changers around the world.
Previously, from 2023 to 2025, Matt ran Dalton Education as VP of Financial Planning Education at CeriFi. 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.
Mehdi El Kadiri is president of Global Citizen Solutions (GCS), where he leads the firm’s global commercial strategy, international expansion, institutional partnerships, and government advisory activities. Kadiri has more than 20 years of experience spanning investment migration, wealth management, institutional banking, and international business. He has built and led businesses across North America, Latin America, Europe, the Middle East, and Africa. Before joining GCS, he held senior executive and managing partner roles in the investment migration industry, overseeing multimarket operations, commercial growth, governance, and relationships with governments, institutional partners, and ultra-high-net-worth clients. Earlier in his career, he held senior roles in private banking, institutional investments, commercial banking, and wealth management. At GCS, Kadiri focuses on accelerating global growth, strengthening relationships with strategic intermediaries and institutional partners, and expanding the firm’s government advisory platform across citizenship, residency, investment, and global mobility initiatives.
About this webinar
International clients are increasingly making decisions not only about where to invest, but also where to live, establish businesses, educate their children, retire and create long-term options for their families.
In this GFPI Monthly Webinar, the GFP Institute is joined by Mehdi El Kadiri, President of Global Citizen Solutions, for a practical discussion on the growing role of residency, citizenship and jurisdictional planning in international wealth management.
Together, they will explore why global mobility has moved beyond traditional immigration planning and is becoming an important consideration in broader financial-planning conversations. The session will examine how residence and citizenship strategies can intersect with investment planning, tax and estate considerations, family governance, education planning, business continuity and long-term risk management.
The webinar will also help financial planners understand:
- The distinction between legal residence, tax residence, permanent residence, residency-by-investment and citizenship pathways.
- Why affluent and internationally mobile families are seeking greater jurisdictional optionality.
- The practical factors that should guide jurisdiction selection, beyond simply comparing visa or investment programmes.
- The global mobility trends and jurisdictions attracting interest from high-net-worth and ultra-high-net-worth clients.
- Client circumstances that may signal a need for specialist global-mobility advice.
- How financial planners can collaborate effectively with immigration, legal, tax, private-banking and global-mobility specialists.
Rather than beginning with a passport or programme, the discussion will focus on the more important question: where does a client want their family, wealth and business to have options over the next 5, 10 or 20 years?
This webinar is designed for financial planners, wealth advisers, tax professionals, lawyers, private bankers and family-office professionals working with internationally connected clients.
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