GFPI's purpose is to educate financial planners working with expatriate clients in the US and with Americans abroad.
09/06/2021
Check out this great article about the GFP Institute in Financial Advisor Magazine!
This Platform Helps Advisors Be Down Pat When Serving Expats The Global Financial Planning Institute enables financial advisors to better serve cross-border clients.
07/01/2021
Check out this podcast that features the GFP Institute!
Going International in Financial Services
We go international as Alanah is joined (from Australia!) by Ashley Murphy of Arete Wealth Strategists, President of the Global Financial Planning Institute. In this first conversation, they talk about the life of professionals who manage wealth across national borders.
NextGen in 10: Ep. 31: Going International in Financial Services on Apple Podcasts Show NextGen in 10, Ep Ep. 31: Going International in Financial Services - Jun 30, 2021
Check out this great overview of the Global Financial Planning Institute and what we're trying to accomplish from Bob Veres in Advisor Perspectives.
05/11/2021
Hello Financial Advisors! Do you work with international clients who's unique needs challenge you to know more about cross-border issues? Join us TOMORROW for the third session of our 4-part webinar series “Working with US Citizens Abroad and Expats in the US“ hosted by the Global Financial Planning Institute for the financial advisor community.
Working with Cross-Border Clients | GFPI 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.
02/02/2021
Tomorrow: Working with International and Cross-Border Clients -
Tomorrow: Working with International and Cross-Border Clients Hello , third and last stream "Working with International and Cross-Border Clients"will be held in less than two hours This webinar is designed for financial planners, wealth managers, and other advanced financial professionals who work or want to work with international and cross-b...
12/21/2020
Tomorrow: Working with International and Cross-Border Clients -
Tomorrow: Working with International and Cross-Border Clients Hello , "Working with International and Cross-Border Clients"will be held tomorrow This webinar is designed for financial planners, wealth managers, and other advanced financial professionals who work or want to work with international and cross-border clients in the US or with Amer...
09/28/2020
🌎Tomorrow: Working with International and Cross-Border Clients -
🌎Tomorrow: Working with International and Cross-Border Clients Hello , "Working with International and Cross-Border Clients" This webinar is designed for financial planners, wealth managers, and other advanced financial professionals who work or want to work with international and cross-border clients in the US or with Americans abroad. Here you ...
08/24/2020
Are you ready to start working with International and Cross-Border Clients? -
Are you ready to start working with International and Cross-Border Clients? Hello Remember that tomorrow, August 25th at 11:00 - 12: 00 PM EDT | 16:00 - 17:00 PM GMT we will be broadcasting the webinar "Working with International and Cross-Border Clients: The GFP Institute Master Class Program", where we will cover the following topics:
08/17/2020
We just posted a piece at the Global Financial Planning Institute that covers a fundamental concept in ex-pat financial planning - 'The Different Types of Global Financial Planning and Expatriate Clients.
The Different Types of Global Financial Planning and Expatriate Clients Whether it’s a non-citizen living in the U.S. or an American taxpayer abroad, there are many layers to financial planning for expatriate clients.