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.

This session, presented by Invesco, is designed for financial professionals aiming to enhance their portfolio management practices. Through an interactive and insightful discussion, participants will learn about current market trends, the state of the economic cycle, and practical expectations for the future. The session will also cover strategic and tactical allocation approaches, and the use of active, passive, and factor-based strategies to build stronger portfolios. Participants will create their own portfolio in a workshop and see how it stacks up against their peers. Additionally, we’ll examine the shift toward a 'model practice' and how model portfolios can create efficiencies, allowing you to focus more on your clients and team. Join us to sharpen your skills and stay ahead in the industry.

Learning Objectives

• Understand current market trends, the economic cycle, and what to expect in the near future.

• Learn how to strategically and tactically allocate portfolios to improve performance and manage risk.

• Explore the benefits of adopting model portfolios and how they can increase efficiency and scalability in portfolio management.
  

Enhance your expertise in private wealth management with this interactive workshop designed for advisors seeking to deepen their knowledge and refine their skills. This session provides an introduction to key topics covered in the Certified Private Wealth Advisor® (CPWA®) certification program, including individual income tax planning, family governance, executive compensation strategies, charitable giving, behavioral guidance, and wealth transfer. Whether you’re considering the CPWA® certification or looking for a refresher on advanced wealth management strategies, this workshop will equip you with actionable insights to better serve high-net-worth clients.

Learning Objectives

• Gain familiarity with the CPWA^® certification process and curriculum.

• Build knowledge in key areas of private wealth management.

• Acquire actionable planning concepts to apply to current client cases.

John Nersesian

Head of Advisor Education, PIMCO

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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!