Breakfast and Registration

Breakfast is on your own and make sure you register if you missed it on the 13th.

General Assembly: Ashley Murphy, Sean Walters

Global Financial Planning Institute Founder and President Ashley Murphy will be joined by the CEO of Investments & Wealth Institute Sean Walters for a membership update, IWI announcements and GFP Master Class developments.

Location: Collins Ballroom

Keynote Speaker: Shawn Brayman

The role of research in cross-border financial planning

Location: Collins Ballroom

Break

Muffins, fruit parfaits, fruit, coffee, tea, etc.

Introductions and Roundtable Discussions: Lauris Lambergs

Location: Collins Ballroom

Lunch

Included in your ticket price

Location: Allison Restaurant (1st Floor) Outdoor

Practice Management Session: Michelle Soufan, Ashley Murphy, Lauris Lambergs

The Ops & Tech - Running a Cross-Border Practice

Location: Collins Ballroom

Break

Cookies, chips, beverages, etc.

Technical Session: Yulissa Zulaica, Val Sluetzky

Case Studies in Estate Planning from Johnston, Kinney and Zulaica

Location: Collins Ballroom

Break

Cookies, chips, beverages, etc.

Practice Management Session: Raoul Rodriguez, Anja Luesink,  John McNertney

Business Models, Compliance & the Logistics of Running Practice from Abroad

Location: Collins Ballroom

Break

Cookies, chips, beverages, etc.

Technical Session: Paula Jones

The Ins and Outs of Changing Trust Situs

Location: Collins Ballroom

Cocktails & Networking

Location: Ocean Terrace Pool (3rd Floor)

Dinner

Included in your ticket price

Location: Ocean Terrace Pool (3rd Floor)