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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.
We are so excited to bring everyone together to connect in-person AGAIN. It’s our dream to meet all who have joined our like-minded community.
Join us in 2024 for the opportunity to network and unplug in a warm climate.
Calling all financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals
We hope you enjoy it as much as we do creating it.
Cheers!
Ashley Murphy, GFP (USA/AUS) CFP® AIF
Founder and President
No other event comes close to our depth of specialized global financial planning and investment management content.
Join us in Miami, FL for a warm getaway where you will learn about and meet other cross-border financial planners.
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Shawn Brayman retired from Morningstar where he was Director of Financial Planning Methodology for two years, after 30 years as President and CEO of PlanPlus Global.
Her practice is in trusts and estates, including foundational estate planning, advance planning for high-net-worth clients, and cross-border/international issues.
Val Sluetzky counsels individuals and families regarding the implementation of various estate planning techniques involving U.S. and foreign property.
Paula M. Jones has been practicing law for almost 25 years. After a decade at large international law firms, she opened her own practice in 2016. Her domestic estate work includes wills, trusts, powers of attorney, living wills and beneficiary designations.
Michelle is a Senior Wealth Advisor in our High Net Worth practice, which serves clients with $4 million or more of investment assets. She works closely with individuals and families to provide comprehensive financial planning and investment management solutions.
Mr. Warshaw currently represents U. S. and non-U. S. high net worth individuals, families and companies on a wide range of personal and business tax matters, especially in connection with cross-border income and estate tax planning and compliance in the U. S.
The following topics will be covered from a global financial planning perspective.
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.
Make sure your clients are covered across borders to ensure generational wealth.
Know which accounts to maintain after your client leaves the workforce.
Comprehend 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.
Full and Associate members of the Global Financial Planning Institute receive a discount.
Get entrance to all events and sessions
Unlimited cups of coffee with your carnet
Meet your favorite speakers in-person
Get Access to all Audio and Video Files
Access to all events and sessions
Accommodation included for Saturday and Sunday
Fully inclusive dining except breakfast
Pricing is double occupancy
Option to extend stay at discounted group rate
Access to all events and sessions
Accommodation included for Saturday and Sunday
Fully inclusive dining except breakfast
Pricing is double occupancy
Option to extend stay at discounted group rate
First Connectors
$1,795
Early Bird
$1,995
Connect Conference
$2,045
Connect Recordings
$275
First Connectors
$1,995
Early Bird
$2,095
Connect Conference
$2,200
Connect Recordings
$275
Our inaugural conference in Paradisus Playa Del Carmen was well received and perfect for gatherings and down time.
Next 13-15 of January we will be gathering at the Hilton Cabana Miami Beach.
6261 Collins Ave, Miami Beach, FL 33140
Click the register button below to complete the registration process.
