January 17-19, 2026 /
Prospera - Roatán

VENUEREGISTER NOW

The Global Financial Planning Event of The Year

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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.

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Meet the speakers behind the GFP’s most talented planners and advisors.

Ashley Murphy
GFPI
Founder and President
Mel Warshaw
Independent
Tax Lawyer
Matt Goren
Farther
Vice President, Wealth Advisor
Richard Taylor
Plan First Wealth
Founder and CEO
Alicea Castellanos
Global Taxes LLC
Founder and CEO
Lauris Lambergs
Renaissance Wealth Advisors
Co-founder and CIO
John McNertney
Green Ocean Global Advisors
Founder and CEO
Amanda Dunn
Currencies Direct
Partnership Manager
Jack Buttjer
House of Work
Founder and CEO

Schedule

5:00 PM TO 6:00 PM

Networking & Cocktails (not included in ticket price)

6:00 PM TO 9:00 pM

Dinner (not included in ticket price)

8:00 AM TO 9:00 AM

Registration and Breakfast

9:00 AM TO 9:05 AM

General Assembly

9:05 AM To 9:20 AM

Proposal for Residency Based Taxation - Rebecca Lamers

9:20 AM TO 10:00 AM

Do’s and Don’ts for Americans Abroad - Lauris Lambergs, Ashley Murphy, Richard Taylor

10:00 AM TO 10:40 AM

Integrated Immigration and Trust Strategies - Mel Warshaw

10:40 AM TO 11:00 AM

Break

11:00 PM TO 12:00 PM

Keynote: Navigating the IRS’s Streamlined Compliance for Global Assets - Alicea Castellanos

12:00 PM tO 1:00 PM

Lunch and Table Topics

1:00 PM TO 1:40 PM

Practical Considerations in Working with International and Cross-Border Clients - Richard Taylor, Anja Luesink, John McNertney

1:40 PM TO 2:00 PM

Sponsor Session: Currencies Direct - Amanda Dunn

2:00 PM TO 2:20 PM

Sponsor Session: House of Work - Jack Buttjer

2:20 PM TO 2:30 PM

Close

Session Topics

Investment Management

Critique custodians handling global assets and other investments.

Tax Planning

Analyze your client's global financial situation to plan for that time of year.

Financial Planning

Learn how to help clients set goals and plan for transitions globally.

Income Planning

Learn about stable and dependable global sources of retirement income.

Estate Planning

Cover clients across borders to ensure generational wealth.

Retirement Planning

Know what holdings to maintain after your client leaves the workforce.

Immigration Planning

Navigate complex immigration issues for businesses and individuals.

Foreign Exchange

Optimize workflows dealing in the currency of other countries.

Insurance Planning

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

Click or scan the QR code below to reserve your room for the conference in January 17-19, 2026.
+1 (202) 991-0640

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.

Premium Member Ticket
Price includes tax
$895
Was: $465
Members save: 15%
Includes:
8 GFPI Credit Hours
Access to all sessions
Networking lunch
Member discount
Purchase Ticket
General Admission Ticket
Price includes tax
$995
Includes:
8 GFPI Credit Hours
Access to all sessions
Networking lunch
Member discount
Purchase Ticket