2024 Garrett Retreat

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

Digital Marketing Panel Interlocken BTom Belding • Nate Hoskin • Jacob Wagner • Lee Delahoussaye

12:30pm MDT

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

2:15pm MDT

Optimistic Aging Interlocken BMargit Henderson

3:30pm MDT

Marriage and Money: Financial Considerations for Spouses Interlocken BRyan Bertrand

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

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

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

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

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

5:00pm MDT

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

7:00pm MDT

Closing Night Celebration Dinner Interlocken B