2024 Garrett Retreat

11:00am MDT

Member to Member Book Exchange Interlocken AB Foyer Registration and Check-In Interlocken AB Foyer

12:00pm MDT

Attendee Speed Dating Spruce

1:00pm MDT

Providing Investment Advice to Do-It-Yourself Investors SpruceJean Keener • Sterling Gray

2:00pm MDT

Strategies for Compelling Client Communication SpruceLisa Weil

3:00pm MDT

Behavioral Coaching When Your Clients Need it Most FirChris Tidmore

4:00pm MDT

Exhibit Hall Opens Interlocken CD Sponsor Meet & Greet Interlocken CD First-Time Member Attendee Reception Fir

5:00pm MDT

Welcome Reception: Celebrating Sheryl’s Legacy and the Garrett Community PavilionJean Keener • Chuck Clifton • Eileen Freiburger • Sheryl Garrett

6:30pm MDT

Why Hourly Matters PavilionElizabeth Weston

8:00am MDT

Mix & Mingle with Sponsors Interlocken CD Member to Member Book Exchange Interlocken AB Foyer

8:30am MDT

Breakfast with The LRM Group - Insurance and Estate Reviews Interlocken BSean Link • Al Lorenzi

9:30am MDT

Bronze Sponsor Spotlight Interlocken B

9:45am MDT

Strategies for Getting to Yes Interlocken BJim Ludwick The Most Common Mistakes Made by Insurance Cosumers Interlocken AScott Witt Where Indexes and Factors Fall Short SpruceJeromey Thornton

11:00am MDT

529 Plans: Benefiting Your Clients, Their Children, and You SpruceBryn Ramjoue Digital Marketing Panel Interlocken BTom Belding • Nate Hoskin • Jacob Wagner • Lee Delahoussaye Scaling the Hourly Practice Panel Interlocken AMike Kelly • Jean Keener • Chuck Clifton • Nancy Dienes

12:30pm MDT

Lunch & Learn with Blackrock/MSCI - Capture the Sustainable Investment Opportunity Interlocken AGuillermo Cano • Tanvi Pradhan Lunch & Learn with LLIS - Navigating Your Financial Future with Annuities, Hybrid Policies and Long Term Care Insurance Strategies Interlocken BJerry Skapyak Lunch & Learn with YREFY - The Student Debt Crisis: How it Affects Your Clients and Your Practice SpruceLaine Schoneberger

1:30pm MDT

Break with Sponsors Interlocken CD

2:15pm MDT

Optimistic Aging Interlocken BMargit Henderson

3:30pm MDT

Bridges Out of Poverty Interocken ARuth Weirich Marriage and Money: Financial Considerations for Spouses Interlocken BRyan Bertrand Reviewing Every Client's Tax Return and Strategies Every Financial Advisor Should Know SpruceBen Birken

4:45pm MDT

What I've Learned in 20 Years in Hourly Practice Interlocken BAllan Roth

5:45pm MDT

How I Use It Interlocken B

6:00pm MDT

Networking Over Cocktails Interlocken AB Foyer

7:00pm MDT

Dinner On Your Own TBD GPN Alliance Member Meeting & Dinner TBD

6:45am MDT

Fun Run / Walk Pavilion

8:00am MDT

Networking over Coffee Interlocken CD Member to Member Book Exchange Interlocken AB Foyer

8:30am MDT

Breakfast with Moneytree - Personalized Financial Planning: The Ultimate Client Engagement Tool for Advisors and the Next Generation Investor Interlocken BPatrick Spencer

9:45am MDT

Get Acquainted Meetings & Potential Client Processes Panel Interlocken AMary Macdonald • Leslie Trowbridge • Gordon Achtermann • Christina Ferrer Medicare's Dirty Secrets Interlocken BMelinda Caughill The Harsh Reality: Every Marriage Ends. How to Avoid the Financial Pitfalls of Divorce SpruceCarol Lee Roberts

11:15am MDT

25 Mistakes to Avoid on Taxes Interlocken ABob Morrison Build Better Bond Ladders, iBonds ETFs 201 Interlocken BRoss Pastman I'm Retiring! An Entertaining and Informative Look at the Last 40 Years SpruceChuck Levin

12:30pm MDT

Lunch & Learn with Advisor Insurance Resource - Part 1: Enhancing the Fee-Only Advisors Value through Home & Auto Insurance Reviews, Part 2: Dramatic Changes to Disability Insurance Guaranteed Increase Options Interlocken BBob Gertie • Debbie Gertie Lunch & Learn with DFA - Communicating Investment Principles Using the Matrix Book Interlocken AJoel Hefner Lunch & Learn with Schwab Charitable - Strategies for Tax-Smart Charitable Giving this Year SpruceMarcus James

1:30pm MDT

Final Break with Sponsors Interlocken CD

2:15pm MDT

The Third Dimension of Financial Planning: Authentic Intelligence™, The AI for the Human Side of Financial Advice Interlocken BSusan Bradley

3:30pm MDT

Fixed Income, TIPS and the Safe Withdrawal Rate Interlocken BAllan Roth Incorporating the Housing Asset in Retirement Planning SpruceNathan Johnson Returning Client Processes Panel Interlocken ATracy St John • Christina Empedocles, CFP® • David Sterman

5:00pm MDT

Personal Financial Planning for Closely Held Business Owners SpruceJeff Rattiner Planning Ahead: A Look at Long Term Care Retirement Solutions Interlocken BBrian Gordon Social Security: Legislative Outlook, Pitfalls to Claiming and Other Odd Facts Interlocken AJim Blankenship

6:00pm MDT

Networking Over Cocktails Interlocken AB Foyer

7:00pm MDT

Closing Night Celebration Dinner Interlocken B

8:00am MDT

Breakfast - Streamlining Your Practice for Greater Efficiency Panel PavilionAbby Kovach • Lisa Weil • Chris Remedios • Maria Erickson

9:15am MDT

Expert Insight for Advisors: Engaging in Meaningful Conversations on Divorce and Widowhood Panel PavilionCarol Lee Roberts • Susan Bradley • Eileen Freiburger • Carolyn Moor

10:30am MDT

Break-Out Tables Pavilion

12:00pm MDT

Closing Remarks Pavilion