Webinars

Watch past webinar recordings to earn GFP Fellow CE credits.

Beyond Borders: Leveraging European CBI Programs for Global Clients

Join John McNertney, CFP® GFP Fellow, an American advisor based in Europe, alongside a legal expert from Global Citizen Solutions, as they unpack the current landscape of European CBI programs. Together, they’ll explore how these programs intersect with financial planning, tax strategy, and cross-border advisory work.

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Webinars

Double Taxation Demystified: Essentials of Tax Treaties

Form W-8BEN Uncovered: Ensuring Proper Withholding & Compliance

Breaking into Europe: How to Secure a Financial License and Serve Clients Across the Atlantic

GFP - Charles Schwab

How Fred Behrens Became a Cross-Border Planner and Insights Into U.S.-Swiss Financial Planning

George Kinder “The Three Domains of Freedom” in a Global Context

Building a Cross-Border Practice - Crafting Financial Futures for Wanderers and Inheritors

The HEART Act & the US Exit Tax - A 2025 Update

Double Header: Introducing Our New Partnership with Currencies Direct and Issues Affecting the Children of the Globally Mobile

Global Portfolios Unleashed: Navigating Cross-Border Investment Trends in 2024

Navigating an Atlantic Crossing: Financial Planning for Americans in Portugal

Common Pitfalls When Working with Clients Moving to the UK

Financial Planning Considerations for ‘Mixed Nationality’ Couples

We Are Outta Here! Relocation Options for UK Non Doms and Others

The Detailed Guide to Claiming Social Security from Abroad

International Health Insurance Solutions for the Globally Mobile

Protecting your Client’s Wealth - A Deep Dive into the HEART Act / Exit Tax

The Comprehensive Departure Planning Guide for those Planning their International Move

Key Financial Planning Steps for those Planning to Retire Abroad

The U.S. Exit Tax and Issues Relating to Kids for HNW Individuals and Families Seeking Global Mobility

Cross Border Estate Settlement with U.S. Interests

Special Exit Planning for Green Card Holders from Tax Treaty Countries

Lineage Citizenships Deep Dive

Clients Divorcing? Issues that Arise for International Clients

Wealth Transfer Planning for Global and International Clients

Retiring Abroad? Pre-move Financial Planning

Giving Across Borders - Options for Tax Effective Gift Giving

Claiming Social Security from Abroad

GFPI Interviews Miguel Gomez

U.S. Immigration - What a Financial Planner Needs to Know

U.S. Outbound Financial Planning Moves for Tax Effectiveness

U.S. Inbound Financial Planning Moves for Tax Effectiveness

Tax and Investment Restrictions that Affect American Citizens Abroad

Ticket to Ride? The Portuguese Golden Visa Program and Accessing EU Residency

The HEART Act - A Deep Dive on How the Exit Tax is Calculated and Strategies to Mitigate

U.S. Compliance Issues when Working with Foreign Clients

The Executive's Guide to Stock Awards and their Tax Treatment Across Borders

Case Study in Stock Awards and their Taxation Across Borders