2024 Garrett Retreat
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Returning Client Processes Panel
Saturday August 10, 2024 3:30pm - 4:45pm MDT
Interlocken A
Moderators
Tracy St John
Principal, Financial Avenues
Speakers
Christina Empedocles, CFP®
Advisor, Insight Personal Finance
Hourly, fee-only, financial planning for hardworking individuals and families.
DS
David Sterman
President, Huguenot Financial Planning
Saturday August 10, 2024 3:30pm - 4:45pm MDT
Interlocken A
Concurrent Session
,
Panel
Attendees (3)
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