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Resiliency - For Our Clients and Our Practices
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Wednesday
, July 31
Fir
1:30pm •
Pre-Conference Check-in
3:00pm •
Health Care for Life: A Tax and Personal Financial Planning Perspective
Interlocken AB Foyer
11:00am •
Member to Member Book Exchange
Thursday
, August 1
Exhibit Hall - Interlocken AB Foyer & Interlocken C/D
4:00pm •
Sponsor Meet & Greet - Exhibit Hall Opens
Fir
8:00am •
Health Care for Life: A Tax and Personal Financial Planning Perspective - continued
1:00pm •
GIA Meeting
3:00pm •
Garrett Portfolios: Outsourced Investment Management (available to both GPN and GIA planners)
Interlocken AB Foyer
7:00am •
Registration & Check-In
8:00am •
Unofficial Garrett Member Bookstore
Pavilion
5:00pm •
Welcome Reception
Pine
2:00pm •
Key Features for Engaging Clients with Envestnet MoneyGuide
Spruce
1:00pm •
TEN QuickBooks Mistakes Everyone Makes – Even You!
3:30pm •
First Time Member Attendee Mixer Sponsored by Ryan Insurance
Friday
, August 2
Exhibit Hall - Interlocken AB Foyer & Interlocken C/D
8:00am •
Sponsor Break - Exhibit Hall Open
8:00am •
Show Us Your Stuff
9:30am •
Sponsor Break - Exhibit Hall Open
11:15am •
Sponsor Break - Exhibit Hall Open
1:00pm •
Sponsor Break - Exhibit Hall Open
3:10pm •
Sponsor Break - Exhibit Hall Open
5:00pm •
Networking with Sponsors - Exhibit Hall Open
Interlocken A
10:00am •
Resilience - Blossom between a Rock and a Hard Place
12:00pm •
Lunch & Learn with TIAA - A Real World Case Study – Creating a Diversified Income Plan with Guaranteed Income
Interlocken AB Foyer
8:00am •
Unofficial Garrett Member Bookstore
8:00am •
Member to Member Book Exchange
8:00am •
Registration & Check-In
Interlocken B
8:30am •
MEMBERS ONLY Breakfast Buffet with Platinum Sponsor LLIS: Why & When Your Clients Need LTCi
12:00pm •
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)
2:00pm •
Guiding Clients in Achieving Financial Resiliency by Planning For And Providing Guidance Through Challenging Times
4:00pm •
Planning with Gen Y(ish) Clients
7:00pm •
How to Listen So Your Clients Will Talk and Talk So Your Clients Will Listen
Saturday
, August 3
Exhibit Hall - Interlocken AB Foyer & Interlocken C/D
8:00am •
Sponsor Break - Exhibit Hall Open
8:00am •
Show Us Your Stuff
9:30am •
Sponsor Break - Exhibit Hall Open
11:15am •
Sponsor Break - Exhibit Hall Open
3:10pm •
Sponsor Break - Final
Interlocken A
10:00am •
Navigating the SRI/ESG Maze: Addressing the Most Common Issues with SRI Investing
4:00pm •
Real Estate Investing: The Leverage and Tax Benefits
Interlocken AB Foyer
8:00am •
Unofficial Garrett Member Bookstore
8:00am •
Member to Member Book Exchange
5:30pm •
Networking Over Cocktails
Interlocken B
8:30am •
Slaying Sacred Cows: Why some investment concepts we take for granted are just plain wrong (or not plainly right)
8:30am •
MEMBERS ONLY Breakfast Buffet Sponsored by Garrett Investment Advisors
12:30pm •
Lunch & Learn with Estate Gurus - Introducing Estate Guru: An Estate Planning Solution Built for Financial Professionals
1:45pm •
Marketing Your Practice GEMS
6:30pm •
Closing Night Celebration Dinner
Outside
6:45am •
FUN RUN/WALK
Spruce
9:00am •
"The Dream Big Experience" Retreat Kids Camp
Sunday
, August 4
Pavilion
8:00am •
Networking over Coffee
8:30am •
Conversations Continued
10:00am •
Closing Remarks
Timezone
GarrettRetreat19
America/Denver
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GarrettRetreat19
Jul 31
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Aug 4, 2019
Wednesday
, July 31
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, August 1
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, August 2
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, August 3
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, August 4
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Omni Interlocken Hotel & Resort, Broomfield, CO
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Fir
Interlocken A
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Interlocken B
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Dates
Wednesday
, July 31
Thursday
, August 1
Friday
, August 2
Saturday
, August 3
Sunday
, August 4
Venue
Exhibit Hall - Interlocken AB Foyer & Interlocken C/D
Fir
Interlocken A
Interlocken AB Foyer
Interlocken B
Outside
Pavilion
Pine
Spruce
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General Session
General Session (Panel)
Keynote
Kids and Family
All
addnew
Lunch & Learn
Networking
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