Schedule

12:00 PM TO 7:30 PM

Registration

Transport to the hotel for check in and conference registration.

Location: Outside Collins Ballroom (behind front desk)

7:30 PM TO 10:30 pM

Dinner, Networking & Cocktails

Meet your fellow Global Financial Planners!

Location: Ocean Terrace Pool (3rd Floor)

8:00 AM TO 9:00 AM

Breakfast

On your own

9:00 AM TO 9:30 AM

General Assembly: Ashley Murphy, Sean Walters

Global Financial Planning Institute Founder and President and the CEO of Investments & Wealth Institute

Location: Collins Ballroom

9:30 AM To 10:30 AM

Keynote Speaker: Shawn Brayman

Location: Collins Ballroom

10:30 AM TO 10:40 AM

Break

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

10:40 AM TO 12:00 PM

Introductions and Roundtable Discussions: Lauris Lambergs

Location: Collins Ballroom

12:00 PM TO 1:00 PM

Lunch

Included in your ticket price

Location: Allison Restaurant (1st Floor) Outdoor

1:00 PM TO 2:00 PM

Practice Management Session: Michelle Soufan, Doug Goldstein, Lauris Lambergs

The Ops & Tech - Running a Cross-Border Practice

Location: Collins Ballroom

2:00 PM tO 2:10 PM

Break

Cookies, chips, beverages, etc.

2:10 PM TO 3:10 PM

Technical Session: Johnston, Kinney and Zulaica

Case Studies in Estate Planning

Location: Collins Ballroom

3:10 PM TO 3:20 PM

Break

Cookies, chips, beverages, etc.

3:20 PM TO 4:20 PM

Practice Management Session: Doug Goldstein, Ashley Murphy, John McNertney

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

Location: Collins Ballroom

4:20 PM to 4:30 PM

Break

Cookies, chips, beverages, etc.

4:30 PM TO 5:30 PM

Technical Session: Paula Jones

The Ins and Outs of Changing Trust Situs

Location: Collins Ballroom

4:30 PM TO 6:30 PM

Cocktails & Networking

Location: Ocean Terrace Pool (3rd Floor)

6:30 PM

Dinner

Included in your ticket price

Location: Ocean Terrace Pool (3rd Floor)

8:00 AM TO 9:00 AM

Breakfast

On your own

9:00 AM TO 10:00 AM

Keynote Speaker: KraneShares

Right Sizing China In Emerging Market Exposure

Location: Collins Ballroom

10:00 AM TO 10:10 AM

Break

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

2:10 PM TO 3:10 PM

Technical Session: Mel Warshaw

Leaving America and the Underlying Tax Traps for the Unwary
‍
Location: Collins Ballroom

11:10 AM TO 11:20 AM

Break

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

11:20 AM TO 12:20 PM

Live Case Study Supervision: Michelle Soufan, Ballentine Partners

Location: Collins Ballroom

12:20 PM TO 1:00 PM

GFPI Members: Open Discussion

Q&A / GFP Update / Feedback / Close

Location: Collins Ballroom

1:00 Pm

Departure

The 2024 Schedule

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The 2024 Schedule

Hotel Map

Brochure

Enter Your Info Below And We Will SendYou The Brochure To Your Inbox!

Enter Your Info Below And We Will Send
You The Brochure To Your Inbox!