The Detailed Guide to Claiming Social Security from Abroad

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Tuesday, May 21st (150 Seats)

11:00 AM PT / 1:00 PM CT / 2:00 PM ET

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Host: Ashley S. Murphy, CFP® GFP Fellow

Ashley Murphy, GFP (USA/AUS) CFP® AIF® is a tri-citizen of the USA, Australia, and the UK. He is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia. More Info

Upon settling upon his target market of Australian-American-British expatriates, Ashley grew his firm’s revenue almost 300% in 18 months. In pre-Covid times, Ashley would travel around the U.S. regularly to visit clients and would spend a month in Australia each year with his family to keep current on their financial planning issues, visit clients and attend conferences.​

From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He was formerly a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (2017 - 2019) and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the only financial advisors educated in both advice markets. Ashley has been quoted in the Wall Street Journal, profiled in Financial Advisor Magazine, and has written several guest-blogs for Michael Kitces’s Nerd’s Eye View.Ashley presently lives with his wife Eliza, and daughters Elise & Jasmine in Brisbane, Australia. He enjoys cycling, reading, and world travel. He is a futurist with interests in architecture, renewable energy, and demographics.

Guest: David Tompkins

David Tompkins has over 30 years of global insurance experience in global benefit plans for expat employers and individual global health coverage, expat life and disability and special risk coverage. More Info

- Owns and operates TFG Global Insurance Solutions Ltd. based in Toronto andV ancouver, which operates Expat Financial - a leading source of expatriate insurance plans for clients around the globe.

- Interviewed extensively on insurance by NY Times, Globe & Mail, and other publications, but also written and spoken on the topic.

- President of TFG Global InsuranceSolutions Ltd.

- Websites: &

- An established source for global insurance coverage for individual expats and expatriate employers around the globe.


In this premium webinar, Global Financial Planning Institute Founder/Principal Ashley Murphy, CFP® GFP Fellow will provide a step-by-step guide to help you understand the process of claiming your Social Security benefits while residing outside the United States. Whether your clients are already retired or planning ahead, this webinar will equip you with the knowledge and strategies to ensure a smooth and successful transition.

Some of the topics that will be addressed include:

In this webinar, GFP Institute co-founder and Executive Director, Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be asking Miguel about:
  • Eligibility and Qualification Requirements: Gain a clear understanding of the eligibility criteria and qualification requirements for claiming Social Security benefits as an American expat.
  • Application Process: Discover the detailed steps involved in applying for Social Security benefits from overseas, including necessary documentation, deadlines, and potential pitfalls to avoid.
  • Tax Implications: Explore the tax implications of receiving Social Security benefits while living abroad, including the impact of international tax treaties and potential double taxation.
  • Benefit Calculations: Learn how your Social Security benefits are calculated and how factors such as your earnings history, retirement age, and cost-of-living adjustments can affect the amount you receive.
  • Strategies for Maximizing Benefits: Uncover strategies and techniques to maximize your Social Security benefits, taking into account your unique financial situation and retirement goals.
  • Navigating Medicare and Healthcare: Understand the options and considerations for maintaining healthcare coverage, including the coordination of Medicare and local healthcare systems.
  • Q&A Session: Engage in a live Q&A session with Ashley Murphy, where you can address your specific concerns and receive personalized guidance tailored to your individual circumstances.

We hope you can join us!

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