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.
The annual in-person CONNECT conference is an opportunity to connect with and learn from leading international and cross-border practitioners that do financial, tax and estate planning.