Schedule

GFP CONNECT 2025 is an opportunity to connect with and learn from leading international and cross-border practitioners that do financial, tax and estate planning. Hosted by the Global Financial Planning Institute; additional fee to attend.

Agenda:

8:00 AM - 9:00 AM - Continental Breakfast

9:00 AM - 9:20 AM - General Assembly

9:20 AM - 10:00 AM - Do’s and Don’ts for Americans Abroad

10:00 AM - 10:40 AM - Top 5 Tax Issues with Cross-Border Clients

10:40 AM - 11:00 AM - Break

11:00 AM - 12:00 AM - Keynote Presentation

12:00 PM -1:00 PM - Lunch & Presentation

1:00 PM - 1:40 PM - Practical Considerations in Working with International and Cross-Border Clients

1:40 PM - 2:20 PM - TBA

2:20 PM - 2:30 PM - Closing remarks

What is a Braindate?

Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

How it Works:

1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.

2. Explore topics: Browse through topics to find ones that interest you, or create your own.

3. Book your Braindate: Confirm your Braindate date/time.

4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

Top 5 Reasons to Braindate:

1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.

2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.

3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.

4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.

5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

Session description coming soon

Learning objectives coming soon

Kick off your Austin experience with a night of live music, BBQ, drinks, and networking at our Battle of the Bands opening reception. Four local bands will battle it out for your vote, and it's up to you to crown the winner! Let the fun begin!