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Thursday, August 8
 

11:00am MDT

Member to Member Book Exchange
Do you have financial planning, behavioral finance, investment books and business books on your bookshelf you've already read, probably won’t read again and feel they could benefit other members?

Bring a book or 3 to the Member to Member Book Exchange at Retreat!

The idea is that this is a free exchange. Bring your book(s), leave them on the table for your fellow members to take and enjoy. Take any book that interests you. A win-win!

Please pick up and take home any of your books left by the end of the last session on Saturday afternoon.

Thursday August 8, 2024 11:00am - 4:00pm MDT
Interlocken AB Foyer

11:00am MDT

Registration and Check-In
Thursday August 8, 2024 11:00am - 4:00pm MDT
Interlocken AB Foyer

12:00pm MDT

Attendee Speed Dating
Get to know other attendees at the beginning of the conference in a fun (and efficient) way!

Thursday August 8, 2024 12:00pm - 12:45pm MDT
Spruce

1:00pm MDT

Providing Investment Advice to Do-It-Yourself Investors
Speakers
avatar for Jean Keener

Jean Keener

President, Keener Financial Planning
Jean Keener has been a member of the Garrett Planning Network since 2008 when she started as a career changing solo practitioner. She now leads a team of 12 who served about 450 households last year. The firm works with clients on both an as-needed project basis and ongoing retainer... Read More →
avatar for Sterling Gray

Sterling Gray

Financial Planner, Keener Financial Planning


Thursday August 8, 2024 1:00pm - 1:50pm MDT
Spruce

2:00pm MDT

Strategies for Compelling Client Communication
Speakers
avatar for Lisa Weil

Lisa Weil

Principal, Clarity Northwest Wealth Management, LLC
Lisa Weil is a CERTIFIED FINANCIAL PLANNERTMand Principal of Clarity Northwest in Seattle, WA. She joined the Garrett Planning Network and founded her hourly financial planning practice in 2013.Lisa is a career changer with over 14 years’ experience in market strategy and business... Read More →


Thursday August 8, 2024 2:00pm - 2:50pm MDT
Spruce

3:00pm MDT

Behavioral Coaching When Your Clients Need it Most
Speakers

Thursday August 8, 2024 3:00pm - 3:50pm MDT
Fir

4:00pm MDT

Exhibit Hall Opens
Stop in the Exhibit Hall and visit with Sponsors.

Thursday August 8, 2024 4:00pm - 5:00pm MDT
Interlocken CD

4:00pm MDT

Sponsor Meet & Greet
Meet and mingle with the sponsors as we open the Exhibit Hall prior to the reception in the Pavilion.

Thursday August 8, 2024 4:00pm - 5:00pm MDT
Interlocken CD

4:00pm MDT

First-Time Member Attendee Reception
Garrett Members who are attending Retreat for the first time can meet and mingle with each other. Enjoy light refreshments and get your Retreat questions answered.

Thursday August 8, 2024 4:00pm - 5:00pm MDT
Fir

5:00pm MDT

Welcome Reception: Celebrating Sheryl’s Legacy and the Garrett Community
Join us as we kick off the retreat in the beautiful Pavilion by the pool. Opening remarks will be made by GPN Founder Sheryl Garrett, Managing Director Eileen Freiburger and the GPN Alliance Board. The Platinum, Gold and Silver sponsors will also be introduced.

Speakers
avatar for Jean Keener

Jean Keener

President, Keener Financial Planning
Jean Keener has been a member of the Garrett Planning Network since 2008 when she started as a career changing solo practitioner. She now leads a team of 12 who served about 450 households last year. The firm works with clients on both an as-needed project basis and ongoing retainer... Read More →
avatar for Chuck Clifton

Chuck Clifton

Sr. Financial Planner & Founder, Sycamore Financial Planning
Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC. Chuck has been a part of the financial services industry since 2008, when... Read More →
EF

Eileen Freiburger

Managing Director, Garrett Planning Network
SG

Sheryl Garrett

Garrett Founder


Thursday August 8, 2024 5:00pm - 6:30pm MDT
Pavilion

6:30pm MDT

Why Hourly Matters
Speakers
EW

Elizabeth Weston

Personal Finance Columnist


Thursday August 8, 2024 6:30pm - 7:30pm MDT
Pavilion
 
Friday, August 9
 

8:00am MDT

Mix & Mingle with Sponsors
Stop in the Exhibit Hall, get some coffee or tea and visit with Sponsors before breakfast.

Friday August 9, 2024 8:00am - 8:30am MDT
Interlocken CD

8:00am MDT

Member to Member Book Exchange
Do you have financial planning, behavioral finance, investment books and business books on your bookshelf you've already read, probably won’t read again and feel they could benefit other members?

Bring a book or 3 to the Member to Member Book Exchange at Retreat!

The idea is that this is a free exchange. Bring your book(s), leave them on the table for your fellow members to take and enjoy. Take any book that interests you. A win-win!

Please pick up and take home any of your books left by the end of the last session on Saturday afternoon.

Friday August 9, 2024 8:00am - 5:00pm MDT
Interlocken AB Foyer

8:30am MDT

Breakfast with The LRM Group - Insurance and Estate Reviews
Speakers
avatar for Sean Link

Sean Link

The LRM Group
As the Estate Planning Specialist of The LRM Group, Sean Link focuses on providing estate planning consulting to fee-based and fee-only advisors and advisory firms. With a background in fiduciary administration and estate planning for high-net-worth individuals, Sean approaches his... Read More →
avatar for Al Lorenzi

Al Lorenzi

The LRM Group
As Principal and Co-Founder of The LRM Group, Al Lorenzi focuses exclusively on providing objective insurance consulting support to fee-based and fee-only advisors and advisory firms. As an independent insurance advisor and advanced insurance planning consultant, Al’s emphasis is... Read More →


Friday August 9, 2024 8:30am - 9:30am MDT
Interlocken B

9:30am MDT

Bronze Sponsor Spotlight
Join us as our Bronze Sponsors introduce themselves.

Friday August 9, 2024 9:30am - 9:45am MDT
Interlocken B

9:45am MDT

Strategies for Getting to Yes
This presentation will delve into the psychology of financial planning to uncover prospect and client needs, ending procrastination and continually demonstrating the value advisors provide at the beginning and in ongoing engagements.

Speakers
avatar for Jim Ludwick

Jim Ludwick

Advisor Coach, Procrastination Junction LLC
My goal is to help fee-only advisors improve their sales and communication skills to get prospects to say yes and do it sooner. Also to help ongoing clients to continue to say yes.


Friday August 9, 2024 9:45am - 10:45am MDT
Interlocken B

9:45am MDT

The Most Common Mistakes Made by Insurance Cosumers
Speakers
SW

Scott Witt

Fee-Only Insurance Advisor, Witt Actuarial Services, LLC


Friday August 9, 2024 9:45am - 10:45am MDT
Interlocken A

9:45am MDT

Where Indexes and Factors Fall Short
Financial science and our understanding of what drives asset prices have evolved considerably. The implications on the financial services industry have also been significant, including the introduction of passive index funds, single-factor and multi-factor strategies. Recent studies have highlighted that the rise in indexing has been driven by asset class segment, or non-total market index funds.

While index-based strategies offer transparency in exposures, any non-total market index involves active decision making in both design and ongoing execution.

During this session attendees will:

-Examine some of the similarities and differences in how indices define asset classes and manage reconstitution
-Contemplate whether factor-building has been overdone, and examine the risks of becoming too factor focused
-Highlight some of the constraints these decisions can place on index trackers
-Propose how a systematic approach can deliver benefits commonly associated with indexing while removing artificial constraints.

Speakers
JT

Jeromey Thornton

Avantis Investors


Friday August 9, 2024 9:45am - 10:45am MDT
Spruce

11:00am MDT

529 Plans: Benefiting Your Clients, Their Children, and You
Bryn will provide a comprehensive overview of 529 plans and facilitate a conversation on how advisors can use a 529 plan to connect with clients.

Speakers

Friday August 9, 2024 11:00am - 12:15pm MDT
Spruce

11:00am MDT

Digital Marketing Panel
Moderators
TB

Tom Belding

Financial Advisor, Belding Financial Planning

Speakers
avatar for Jacob Wagner

Jacob Wagner

Principal and Founder, 4FP Agency
Jake Wagner, CDMP is a veteran of the profession and is principal of the 4FP Agency. Jake founded the 4FP Agency to help financial planners connect with their ideal clients. He wanted to create a holistic digital marketing agency founded on fiduciary principals that bases their process... Read More →
LD

Lee Delahoussaye

CEO, Mindtap Digital


Friday August 9, 2024 11:00am - 12:15pm MDT
Interlocken B

11:00am MDT

Scaling the Hourly Practice Panel
Moderators
MK

Mike Kelly

Principal, Kelly Financial Planning

Speakers
avatar for Jean Keener

Jean Keener

President, Keener Financial Planning
Jean Keener has been a member of the Garrett Planning Network since 2008 when she started as a career changing solo practitioner. She now leads a team of 12 who served about 450 households last year. The firm works with clients on both an as-needed project basis and ongoing retainer... Read More →
avatar for Chuck Clifton

Chuck Clifton

Sr. Financial Planner & Founder, Sycamore Financial Planning
Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC. Chuck has been a part of the financial services industry since 2008, when... Read More →
ND

Nancy Dienes

Principal / Financial Planner, Arrivity Financial Planning


Friday August 9, 2024 11:00am - 12:15pm MDT
Interlocken A

12:30pm MDT

Lunch & Learn with Blackrock/MSCI - Capture the Sustainable Investment Opportunity
Grab your lunch and head to one of the concurrent sponsor educational sessions.
_____

Join Tanvi and Guillermo to review how sustainable investing can help grow your client base and unlock investment opportunities.


Speakers
GC

Guillermo Cano

Executive Director, MSCI Inc.
TP

Tanvi Pradhan

Director, BlackRock


Friday August 9, 2024 12:30pm - 1:30pm MDT
Interlocken A

12:30pm MDT

Lunch & Learn with LLIS - Navigating Your Financial Future with Annuities, Hybrid Policies and Long Term Care Insurance Strategies
Grab your lunch and head to one of the concurrent sponsor educational sessions.
_____

Join LLIS for an informative presentation where they will explore the topic of financial stability. They will cover annuities, hybrid policies, and long term care insurance in detail. During the session, they will thoroughly discuss four key types of annuities: Multi-Year Guaranteed, Immediate, Deferred Income, and Qualified Longevity Annuity Contracts. Additionally, they will examine the features of traditional long term care insurance, hybrid life policies, and hybrid annuities to provide a comprehensive understanding of each. Finally, they will conduct a detailed cost analysis to empower you with the knowledge needed to make informed decisions about long term care options for your clients. Don't miss this opportunity to gain valuable insights into securing your financial future!

Speakers
avatar for Jerry Skapyak

Jerry Skapyak

Advisor Services: Annuity & Term Life Specialist, LLIS
When fee-only advisors want an expert at retirement funding risk management solutions, Jerry is the one they turn to. That’s why LLIS brought his family and him to sunny Florida in 2008.Jerry spent a number of years climbing the ranks of two top-rated insurance companies, Zurich... Read More →


Friday August 9, 2024 12:30pm - 1:30pm MDT
Interlocken B

12:30pm MDT

Lunch & Learn with YREFY - The Student Debt Crisis: How it Affects Your Clients and Your Practice
Grab your lunch and head to one of the concurrent sponsor educational sessions.
_____

Capitalism, Entrepreneurship, and Innovation create a unique investment opportunity in a Secured and Collateralized Portfolio. With a minimum $50,000 investment, Accredited Investors enjoy a product with unparalleled flexibility, a liquidity option with no attack on principal, and can choose durations from one to five years; each duration offers fixed interest rates of up to 10.25%.  Investors who start with shorter durations have options to roll to longer investment durations offering higher interest rates.  Yrefy is available to Independent RIAs. Learn more at www.investyrefy.com to experience the investment simulator and much more.

Yrefy is the only company with a solution to fix the Student Loan Crisis. Variable interest rates, inflation, and countless other circumstances have caused Borrowers and Co-Borrowers to slip into default on their Private Student Loans.

Because Private and Federal Student Loans are bankruptcy remote, until Yrefy, there was one path to fix the situation: the destruction of their credit score resulting in damaged relationships followed by lenders moving towards legal judgment and garnishment of wages.

Yrefy has created a way for Borrowers and Co-Borrowers to pay their distressed Private Student Loans back with dignity. By creating a custom-tailored, thoughtfully underwritten loan built around the Borrower’s ability to pay, Yrefy has an impressive seven-year track record of success stories, building a Win for Borrowers, Investors, and the existing lender.

Speakers
avatar for Laine Schoneberger

Laine Schoneberger

Chief Investment Officer and Managing Partner, Yrefy LLC
Laine joined his father in the family-owned financial services business in 1995, growing and merging the company in 2012. Laine retired from the investment advisory business to focus on the insurance side of the practice. Laine grew theagency into a nationwide brokerage general agency... Read More →


Friday August 9, 2024 12:30pm - 1:30pm MDT
Spruce

1:30pm MDT

Break with Sponsors
Stop in the Exhibit Hall and visit with Sponsors.

Friday August 9, 2024 1:30pm - 2:15pm MDT
Interlocken CD

2:15pm MDT

Optimistic Aging
Speakers
avatar for Margit Henderson

Margit Henderson

Speaker, Resiliency Resources
Margit Henderson is a practicing psychologist, award-winning author and professional speaker. Dr. Henderson has 30 years of experience empowering people to make sustainable health investments so that they thrive now and are set up for resilient retirement. She supports financial planning... Read More →


Friday August 9, 2024 2:15pm - 3:15pm MDT
Interlocken B

3:30pm MDT

Bridges Out of Poverty
Speakers
RW

Ruth Weirich

Consultant, aha! Process, Inc


Friday August 9, 2024 3:30pm - 4:30pm MDT
Interocken A

3:30pm MDT

Marriage and Money: Financial Considerations for Spouses
Speakers
RB

Ryan Bertrand

VP Managing Director, Advanced Markets, Transamerica


Friday August 9, 2024 3:30pm - 4:30pm MDT
Interlocken B

3:30pm MDT

Reviewing Every Client's Tax Return and Strategies Every Financial Advisor Should Know
Speakers
avatar for Ben Birken

Ben Birken

VP, Customer Success and Engagement, Holistiplan


Friday August 9, 2024 3:30pm - 4:30pm MDT
Spruce

4:45pm MDT

5:45pm MDT

How I Use It
YourStake will be introduced by advisor attendees who will share how they use their services.

Friday August 9, 2024 5:45pm - 6:00pm MDT
Interlocken B

6:00pm MDT

Networking Over Cocktails
Grab a cocktail from the cash bar and enjoy networking with advisors and sponsors.

Friday August 9, 2024 6:00pm - 7:00pm MDT
Interlocken AB Foyer

7:00pm MDT

Dinner On Your Own
Friday August 9, 2024 7:00pm - 9:00pm MDT
TBD

7:00pm MDT

GPN Alliance Member Meeting & Dinner
Friday August 9, 2024 7:00pm - 9:00pm MDT
TBD
 
Saturday, August 10
 

6:45am MDT

Fun Run / Walk
We are bringing back the Fun Run/Walk! We encourage everyone get refreshed during this informal event on Saturday morning!

Saturday August 10, 2024 6:45am - 7:30am MDT
Pavilion

8:00am MDT

Networking over Coffee
Stop in the Exhibit Hall, get some coffee or tea and visit with sponsors before breakfast.

Saturday August 10, 2024 8:00am - 8:30am MDT
Interlocken CD

8:00am MDT

Member to Member Book Exchange
Do you have financial planning, behavioral finance, investment books and business books on your bookshelf you've already read, probably won’t read again and feel they could benefit other members?

Bring a book or 3 to the Member to Member Book Exchange at Retreat!

The idea is that this is a free exchange. Bring your book(s), leave them on the table for your fellow members to take and enjoy. Take any book that interests you. A win-win!

Please pick up and take home any of your books left by the end of the last session on Saturday afternoon.

Saturday August 10, 2024 8:00am - 5:00pm MDT
Interlocken AB Foyer

8:30am MDT

Breakfast with Moneytree - Personalized Financial Planning: The Ultimate Client Engagement Tool for Advisors and the Next Generation Investor
Clients are evolving. They have unique financial priorities and communication preferences. Combine that with the great wealth transfer, and advisors are being forced to adapt in order to succeed. In this presentation, you will learn about techniques and tools you can use to tailor your client engagement approach to resonate with Millennials and Gen Z.
 
By the end of this presentation, you will be able to:
 
  • Boost Client Engagement: Discover strategies to build stronger, more meaningful relationships with all your clients.
  • Attract New Clients: Learn how to effectively target Millennials and Gen Z for long-term growth.
  • Become an Invaluable Resource: Leverage comprehensive planning tools to empower clients with a holistic view of their financial picture.

Speakers
avatar for Patrick Spencer

Patrick Spencer

Managing Director, Moneytree Software
Pat began his career in banking, focusing on small-business and commercial lending. After a decade in banking, he transitioned to the tech industry, working with a firm that sold commercial lending software to banks. Combining his banking and technology experience, Pat became a thought... Read More →


Saturday August 10, 2024 8:30am - 9:30am MDT
Interlocken B

9:45am MDT

Get Acquainted Meetings & Potential Client Processes Panel
Speakers
avatar for Mary Macdonald

Mary Macdonald

Founder, Personal Path Financial Planning
avatar for Leslie Trowbridge

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.
avatar for Gordon Achtermann

Gordon Achtermann

Principal, Your Best Path Financial Planning
avatar for Christina Ferrer

Christina Ferrer

Be Your Best Financial, LLC


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

9:45am MDT

Medicare's Dirty Secrets
You’ve seen the headlines with all the Medicare promises.
• The Inflation Reduction Act (IRA) is saving seniors millions through lower drug costs, stable premiums, drug rebates, and negotiations.
• Over 50 percent of beneficiaries are enrolled in Medicare Advantage plans; many of them because of the lower premiums and extra benefits.
• Beneficiaries can get a Medicare Advantage plan that lets you see any doctor you choose.
• CMS rejected over 1,000 Medicare Advantage television commercials in eight months.
• CMS’ rules will streamline prior authorization, while plans are reducing the number of procedures that require prior authorization.

Is it any wonder that seniors expect great things to happen this year? Unfortunately, the reality is a lot uglier.

Let's go beyond Bernie Sander's talking points for "Medicare For All" (Free, single payer, no restrictions for preexisting medical conditions), and actually look at how Medicare works in the real world.

In this session, we'll dig into:

• Medicare Advantage vs. Original Medicare with a Medigap policy
--The implications to provider choice, timely healthcare, and out-of-pocket costs
--Prior authorization, network changes, what is really means to have a PPO Medicare Advantage plan (it's often not what you think), referrals and more.

• The impact the Inflation Reduction Act is having on Medicare Part D coverage
--The $2,000 spending limit sounds great... but what's the catch? (YES! There's a HUGE catch.)
--How is the $2,000 spending limit actually going to work?
--How will the negotiations of the 10 most expensive drugs impact Part D coverage overall?

• The most common myths about Medicare
--"Medicare is FREE!"
--"Medicare covers long-term care"
--"Everyone needs to get enrolled in Medicare at age 65"
--"Anyone working after the age of 65 can delay Medicare"
--"Everyone pays the same amounts for Medicare"

• Plus, your questions!

Speakers

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

9:45am MDT

The Harsh Reality: Every Marriage Ends. How to Avoid the Financial Pitfalls of Divorce
Speakers
avatar for Carol Lee Roberts

Carol Lee Roberts

President, Institute for Divorce Financial Analysts
Carol Lee is the current President of the Institute for Divorce Financial Analysts and brings over 30 years of experience in the financial services industry to this position.  She holds the Certified Financial Planner and Certified Divorce Financial Analyst designations.  Carol... Read More →


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

11:15am MDT

25 Mistakes to Avoid on Taxes
Speakers

Saturday August 10, 2024 11:15am - 12:15pm MDT
Interlocken A

11:15am MDT

Build Better Bond Ladders, iBonds ETFs 201
Join Ross for an explanation on what Defined Maturity Bond ETFs are, how they are used and how to implement them. Attendees will gain an understanding of the mechanics of Defined Maturity Bond ETFs and how to create client portfolios with them.

Speakers
RP

Ross Pastman

Fixed Income Strategist, BlackRock


Saturday August 10, 2024 11:15am - 12:15pm MDT
Interlocken B

11:15am MDT

I'm Retiring! An Entertaining and Informative Look at the Last 40 Years
Speakers
CL

Chuck Levin

Principal, Levin Financial Planning


Saturday August 10, 2024 11:15am - 12:15pm MDT
Spruce

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
Grab your lunch and head to one of the concurrent sponsor educational sessions.
_____

This presentation will be discussion on what today’s fee-only financial advisor needs to know when it comes to their clients' home, auto and liability insurance policies in the modern era. We will touch on current premium increases, carriers withdrawing from the market and coverage pitfalls most commonly seen. We will also discuss a significant recent change in disability insurance that is transitioning power from the insured to the insurer and what to do about it.

Speakers
avatar for Bob Gertie

Bob Gertie

CEO, Advisor Insurance Resource
Bob Gertie is the CEO of Advisor Insurance Resource® and has been in the financial services industry since 1996. He is an independent insurance broker nationally licensed and has clients throughout the United States. In 2008, Bob founded Advisor Insurance Resource® to meet the... Read More →
avatar for Debbie Gertie

Debbie Gertie

Advisor Insurance Resource
Debbie Gertie is an independent property and casualty insurance broker who is licensed across the majority of the United States. Her expertise is evident from the placement of some of the most difficult home, auto and liability insurance cases with several of today’s top carriers... Read More →


Saturday August 10, 2024 12:30pm - 1:30pm MDT
Interlocken B

12:30pm MDT

Lunch & Learn with DFA - Communicating Investment Principles Using the Matrix Book
Grab your lunch and head to one of the concurrent sponsor educational sessions.

Speakers

Saturday August 10, 2024 12:30pm - 1:30pm MDT
Interlocken A

12:30pm MDT

Lunch & Learn with Schwab Charitable - Strategies for Tax-Smart Charitable Giving this Year
Grab your lunch and head to one of the concurrent sponsor educational sessions.

Speakers
avatar for Marcus James

Marcus James

Sr. Manager, Business Development, Schwab Charitable


Saturday August 10, 2024 12:30pm - 1:30pm MDT
Spruce

1:30pm MDT

Final Break with Sponsors
Last chance to stop in the Exhibit Hall and visit with sponsors.

Saturday August 10, 2024 1:30pm - 2:15pm MDT
Interlocken CD

2:15pm MDT

3:30pm MDT

3:30pm MDT

Incorporating the Housing Asset in Retirement Planning
Is Today's Reverse Mortgage safe and affordable? What effect does a reverse mortgage have on other assets? Let's take another look at Today's Reverse Mortgage and find out.

Speakers
NJ

Nathan Johnson

Reverse Mortgage Advisor, Mutual of Omaha Reverse


Saturday August 10, 2024 3:30pm - 4:45pm MDT
Spruce

3:30pm MDT

Returning Client Processes Panel
Moderators
avatar for Tracy St John

Tracy St John

Principal, Financial Avenues

Speakers
avatar for Christina Empedocles, CFP®

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

5:00pm MDT

5:00pm MDT

Planning Ahead: A Look at Long Term Care Retirement Solutions
This presentation will cover a range of Long Term Care Retirement Planning solutions. Brian will address when the right time is to consider LTC Planning, provide examples of Long Term Care Insurance (LTCI) and Annuity case studies that solve for different retirement scenarios, and touch upon the current happenings with State LTC payroll tax programs. There will also be helpful pointers on how to have a successful LTCI claim, a review of key resources available clients and their families and an open session at the end to answer questions.

Speakers
BG

Brian Gordon

President, Gordon Associates Long Term Care Planning


Saturday August 10, 2024 5:00pm - 6:00pm MDT
Interlocken B

5:00pm MDT

Social Security: Legislative Outlook, Pitfalls to Claiming and Other Odd Facts
Speakers
avatar for Jim Blankenship

Jim Blankenship

President, Blankenship Financial


Saturday August 10, 2024 5:00pm - 6:00pm MDT
Interlocken A

6:00pm MDT

Networking Over Cocktails
Saturday August 10, 2024 6:00pm - 7:00pm MDT
Interlocken AB Foyer

7:00pm MDT

Closing Night Celebration Dinner
Saturday August 10, 2024 7:00pm - 9:00pm MDT
Interlocken B
 
Sunday, August 11
 

8:00am MDT

Breakfast - Streamlining Your Practice for Greater Efficiency Panel
Speakers
avatar for Abby Kovach

Abby Kovach

Principal, Abby Kovach Financial Planning, LLC
avatar for Lisa Weil

Lisa Weil

Principal, Clarity Northwest Wealth Management, LLC
Lisa Weil is a CERTIFIED FINANCIAL PLANNERTMand Principal of Clarity Northwest in Seattle, WA. She joined the Garrett Planning Network and founded her hourly financial planning practice in 2013.Lisa is a career changer with over 14 years’ experience in market strategy and business... Read More →
avatar for Chris Remedios

Chris Remedios

Principal, Remedios Financial Planning
avatar for Maria Erickson

Maria Erickson

Freedom Financial & Business Planning LLC
A GPN member since 2009. I’m an hourly planner focused primarily on retirement income and tax planning for business owners and executives. In my free time, I enjoy traveling all over the world, cinematography, hiking, biking and skiing. Testing my fitness in Triathlons these da... Read More →


Sunday August 11, 2024 8:00am - 9:15am MDT
Pavilion

9:15am MDT

Expert Insight for Advisors: Engaging in Meaningful Conversations on Divorce and Widowhood Panel
Speakers
avatar for Carol Lee Roberts

Carol Lee Roberts

President, Institute for Divorce Financial Analysts
Carol Lee is the current President of the Institute for Divorce Financial Analysts and brings over 30 years of experience in the financial services industry to this position.  She holds the Certified Financial Planner and Certified Divorce Financial Analyst designations.  Carol... Read More →
avatar for Susan Bradley

Susan Bradley

Founder, Sudden Money Institute
Awesome
EF

Eileen Freiburger

Managing Director, Garrett Planning Network
avatar for Carolyn Moor

Carolyn Moor

Founder and President, Modern Widows Club
TEDxSpeaker | Author Legendary Widows | Founder & President Modern Widows Club | U.S. Leading Widow Advocate | 2023 “Building a Better Orlando” Top 10 Honor | 2024 Woman of the Year-Orange Appeal | AARP The Ethel Contributor


Sunday August 11, 2024 9:15am - 10:15am MDT
Pavilion

10:30am MDT

Break-Out Tables
Sunday August 11, 2024 10:30am - 12:00pm MDT
Pavilion

12:00pm MDT

Closing Remarks
Sunday August 11, 2024 12:00pm - 12:00pm MDT
Pavilion
 
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