2024 Garrett Retreat

MH

Matteo Hoch

Bird Spring Financial
Financial Planner
Las Vegas, Nevada

https://birdspringfinancial.com/

Financial planning for solopreneurs and the less traditionally employed. Tax prep and representation. Volunteer tax prep.

Data science, AI, automation, software engineering, freelancing (previous career)

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

8:00am MDT

Mix & Mingle with Sponsors Interlocken CD

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 LLIS - Navigating Your Financial Future with Annuities, Hybrid Policies and Long Term Care Insurance Strategies Interlocken BJerry Skapyak

3:30pm MDT

Reviewing Every Client's Tax Return and Strategies Every Financial Advisor Should Know SpruceBen Birken

7:00pm MDT

Dinner On Your Own TBD

9:45am MDT

Medicare's Dirty Secrets Interlocken BMelinda Caughill

11:15am MDT

Build Better Bond Ladders, iBonds ETFs 201 Interlocken BRoss Pastman

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

3:30pm MDT

Fixed Income, TIPS and the Safe Withdrawal Rate Interlocken BAllan Roth

5:00pm MDT

Personal Financial Planning for Closely Held Business Owners SpruceJeff Rattiner