Global Financial Planning Institute's Annual Conference 2024 | Global Financial Planning Institute | 13 January 2024 | Hilton Cabana Miami Beach, 6261 Collins Ave, Miami Beach, FL 33140, USA

Venue
Hilton Cabana Miami Beach
Hilton Cabana Miami Beach, 6261 Collins Ave, Miami Beach, FL 33140, USA

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Event Date Sat Jan 13 EST - Mon Jan 15 EST (11 months ago)
Location Hilton Cabana Miami Beach
6261 Collins Ave, Miami Beach, FL 33140, USA
Region Americas
Details

We are so excited to bring everyone together to connect in-person AGAIN. It’s our dream to meet all who have joined our like-minded community.
Join us in 2024 for the opportunity to network and unplug in a warm climate.
No other event comes close to our depth of specialized global financial planning and investment management content.
Join us in Miami, FL for a warm getaway where you will learn about and meet other cross-border financial planners.

Speakers

2024 Speakers

Shawn Brayman
Financial Planning Research Consultant, Volunteer, Sailor

Michelle H. Soufan, CFP®
Senior Wealth Advisor at Ballentine Partners

John McNertney, CFP® GFP (USA)
Founder at Green Ocean Global Advisors, LLC

Paula Jones, Esq.
Principal and Founder of Jones Estate Group

Lauris S. Lambergs, CIMA®, GFP (USA)
Co-founder and Chief Investment Officer of Renaissance Wealth Advisors

Melvin A. Warshaw, Esq.
International Tax and Estate Planning Lawyer

Sponsors & Partners

2024 Sponsors

• Arete
• Ballentine
• Johnston Kinney & Zulaica
• RWA
• Krane Shares
• Crawford Trust Company
• LuesinkStrenstrom Financial
• Cresset