2024 Garrett Retreat

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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