GarrettRetreat19 has ended

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GarrettRetreat19

Resiliency - For Our Clients and Our Practices

Kevin Martin

Oak Peak Financial
Principal
Palo Alto, California

1:30pm MDT

Pre-Conference Check-in Fir

3:00pm MDT

Health Care for Life: A Tax and Personal Financial Planning Perspective FirRandy Gardner

8:00am MDT

Health Care for Life: A Tax and Personal Financial Planning Perspective - continued FirRandy Gardner

1:00pm MDT

TEN QuickBooks Mistakes Everyone Makes – Even You! SpruceJerry Davis, CPA/PFS

3:00pm MDT

Garrett Portfolios: Outsourced Investment Management (available to both GPN and GIA planners) FirMike Greim

4:00pm MDT

Sponsor Meet & Greet - Exhibit Hall Opens Exhibit Hall - Interlocken AB Foyer & Interlocken C/D

5:00pm MDT

Welcome Reception PavilionSheryl Garrett

8:30am MDT

MEMBERS ONLY Breakfast Buffet with Platinum Sponsor LLIS: Why & When Your Clients Need LTCi Interlocken BJerry Skapyak JR., LUTCF

10:00am MDT

Resilience - Blossom between a Rock and a Hard Place Interlocken AJu-Lu Kuo, RN MSN CHPN

12:00pm MDT

Lunch & Learn with Reverse Mortgage Funding - Increasing the Probability of Success for Clients in Retirement (How Reverse Mortgages Can Impact the Outcome of Significant Life Events) Interlocken BTim Jackson

2:00pm MDT

Guiding Clients in Achieving Financial Resiliency by Planning For And Providing Guidance Through Challenging Times Interlocken BSteve Juetten • Nancy Juetten • Sheryl Garrett

4:00pm MDT

Planning with Gen Y(ish) Clients Interlocken BCharlie Bolognino, ChFC, CFP® • Christina Empedocles, CFP® • Justin Nichols, CFP®

7:00pm MDT

How to Listen So Your Clients Will Talk and Talk So Your Clients Will Listen Interlocken BJu-Lu Kuo, RN MSN CHPN

8:00am MDT

Sponsor Break - Exhibit Hall Open Exhibit Hall - Interlocken AB Foyer & Interlocken C/D

8:30am MDT

MEMBERS ONLY Breakfast Buffet Sponsored by Garrett Investment Advisors Interlocken B Slaying Sacred Cows: Why some investment concepts we take for granted are just plain wrong (or not plainly right) Interlocken BRick Ferri

10:00am MDT

Navigating the SRI/ESG Maze: Addressing the Most Common Issues with SRI Investing Interlocken AJennifer N. Coombs

12:30pm MDT

Lunch & Learn with Estate Gurus - Introducing Estate Guru: An Estate Planning Solution Built for Financial Professionals Interlocken BChris Hall

1:45pm MDT

Marketing Your Practice GEMS Interlocken BTom Nowak, CFP® • Mike Morton • Jim Ludwick, CFP®

3:10pm MDT

Sponsor Break - Final Exhibit Hall - Interlocken AB Foyer & Interlocken C/D

4:00pm MDT

Real Estate Investing: The Leverage and Tax Benefits Interlocken ARandy Gardner

5:30pm MDT

Networking Over Cocktails Interlocken AB Foyer

6:30pm MDT

Closing Night Celebration Dinner Interlocken BSheryl Garrett

8:00am MDT

Networking over Coffee Pavilion

8:30am MDT

Conversations Continued PavilionTom Nowak, CFP® • Ju-Lu Kuo, RN MSN CHPN

10:00am MDT

Closing Remarks PavilionSheryl Garrett