Brett Spencer Earns Global Financial Planner Designation

We are happy to announce that Brett Spencer recently obtained the Global Financial Planner (GFP) designation from the Global Financial Planning Institute!

This premier designation in the global financial planning field requires a broad range or cross border knowledge. The list below summarizes areas covered, all through a cross border/international lens:

• Cross Border Income Tax Planning
• Investment Management & Foreign Account Management
• US Citizenship & Residency Planning
• Cross Border Estate Planning
• Cross Border Retirement Planning
• Tax Treaty Planning
• Cross Border Insurance Planning
• International Education Funding
• Currency Management
• International Real Estate Planning
• Cross Border Business Tax Planning

Education has always been a core value of Impact Financial’s, ensuring that we provide the highest level of service and advice.

We are excited to share the addition of this credential and are excited to help clients simplify and streamline their global lives!