GarrettRetreat19 has ended

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GarrettRetreat19

Resiliency - For Our Clients and Our Practices

8:30am MDT

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

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

8:30am 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

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®

6:30pm MDT

Closing Night Celebration Dinner Interlocken BSheryl Garrett