2024 Garrett Retreat

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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