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Join us for an exclusive gathering at the Grand Hyatt Scottsdale Resort, following the conclusion of the Investments & Wealth Institute Experience conference. This post-con offers a unique opportunity for networking with and learning from cross-border planners and advisors.Global Wealth in Practice kicks off at the conclusion of IWI Experience on Wednesday November 18th morning. We're running a half-day program built entirely around cross-border practice — five sessions, four hours, and networking with cross-border planners and advisors. Topics include:
Cross-Border Practice 101
Real client case studies across multiple jurisdictions
Systematizing the complexity
Residency and Citizenship
Global portfolios for global lives
We finish at noon, so an afternoon flight still works!
Registration is live through IWI as its own experience.
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What will you learn about?
Presentations topics include:
Running a Cross-Border Practice 101: Challenges to Building a Sustainable, Compliant Global Advice Firm
Real‑World Cross‑Border Planning: Two Case Studies in Global Clients
Systematizing Cross‑Border Complexity: Building a Repeatable Process
The Growing Role of Residency and Citizenship in Modern Financial Planning
Global Portfolios for Global Lives
Who should attend?
Financial professionals who work with clients whose financial lives cross borders.
Financial planners
Accountants
Estate planners
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Event venue
7500 E Doubletree Ranch Rd, Scottsdale, AZ 85258-2044, United States
Tickets
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