You're invited to our webinar series

🌎Working with US Citizens living abroad and Expats in the US

You are invited to “Working with US Citizens Abroad and Expats in the US“ a series of 4 cross-border financial planning webinars hosted by the Global Financial Planning Institute for the financial advisor community.

The session topics include:

  • April 13: Differences in Working with International vs Domestic Clients

  • April 27: Building an International Practice - Business Models & Compliance

  • May 11: Investment Considerations for the American Abroad

  • May 25: Treaties & Definitions of Residency


All four sessions will be hosted at 1:00 PM PST / 4:00 PM EST and recordings will be sent to all registrants.

Please choose the webinars you'd like to register to:

Webinar Series Registration:

Presented by:

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Ashley S. Murphy

Tri-citizen of the US, Australia and the UK & Principal of Areté Wealth Strategists Australia, Financial Planning firm based in the US. Australian/US expat clients constitute 70% of its book.

Read bio here

As featured in:

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Coming up in June:
🌎Master Class in US Inbound/Outbound Financial Planning

10-Lesson course where a group of international financial professionals teach the cross-border considerations needed to work with clients from international backgrounds living in the US or Americans abroad.