2024 Garrett Retreat

Al Faber

Woodson Wealth Management
Financial Advisor
Los Angeles, CA

https://woodsonwm.com/team/al-faber/

Virtual, Advice-Only, Flat-Fee collaborative planning. Interested in collaborating/partnering with other advisors.

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

4:00pm MDT

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

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

11:00am MDT

Scaling the Hourly Practice Panel Interlocken AMike Kelly • Jean Keener • Chuck Clifton • Nancy Dienes

12:30pm MDT

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

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

GPN Alliance Member Meeting & Dinner TBD

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

11:15am MDT

25 Mistakes to Avoid on Taxes Interlocken ABob Morrison

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

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

Returning Client Processes Panel Interlocken ATracy St John • Christina Empedocles, CFP® • David Sterman

5:00pm MDT

Planning Ahead: A Look at Long Term Care Retirement Solutions Interlocken BBrian Gordon

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