Name: Get Acquainted Meetings & Potential Client Processes Panel
Start: 2024-08-10T09:45:00-0600
End: 2024-08-10T11:00:00-0600

Saturday August 10, 2024 9:45am - 11:00am MDT

Interlocken A

Speakers

Mary Macdonald

Founder, Personal Path Financial Planning

Leslie Trowbridge

President, Family First Financial Planning

Garrett Member since 2005. Business owner since 1998. Mom to three great teens and bringing my fiance David to the retreat. Love to camp and hike especially in the mountains.

Gordon Achtermann

Principal, Your Best Path Financial Planning

Christina Ferrer

Be Your Best Financial, LLC

Saturday August 10, 2024 9:45am - 11:00am MDT
Interlocken A

Concurrent Session, Panel

2024 Garrett Retreat

Mary Macdonald

Leslie Trowbridge

Gordon Achtermann

Christina Ferrer

Attendees (6)

2024 Garrett Retreat

Mary Macdonald

Leslie Trowbridge

Gordon Achtermann

Christina Ferrer

Attendees (6)

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