January 17-19, 2026 /
Prospera - Roatán
The Global Financial Planning Event of The Year
Formed in 2020, the Global Financial Planning Institute exists to provide education, community, tools and ongoing research for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals.
Our Sponsors
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.
Register NowMeet the speakers behind the GFP’s most talented planners and advisors.
.jpeg)
.png)
.jpeg)
Schedule
Session Topics
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.
Cover clients across borders to ensure generational wealth.
Know what holdings to maintain after your client leaves the workforce.
Navigate 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.
Check out the best moments from GFP CONNECT 25
GFP CONNECT 25 was held March 2025 in Austin, TX
Venue Details
Book your stay with Prospera
Ticket Pricing
Full and Associate members of the Global Financial Planning Institute receive a discount. Click here to login.
All GFP Sessions Included
Access to all GFP sessions.
Dinner and Cocktail Reception - cost not included in ticket price
Join us for dinner and a cocktail reception to network with fellow global financial planners.
8 GFPI Credit Hours
Earn GFP Fellow CE credit hours by attending the conference or purchasing the recordings.
Full and Associate members of the Global Financial Planning Institute receive a discount. Click here to login.
.webp)
%2520(1).png)
%2520(1).png)