2024 Garrett Retreat

Fir

Interlocken AB Foyer

Interlocken CD

Pavilion

Spruce

Interlocken A

Interlocken AB Foyer

Interlocken B

Interlocken CD

Interocken A

3:30pm • Bridges Out of Poverty

Spruce

9:45am • Where Indexes and Factors Fall Short
11:00am • 529 Plans: Benefiting Your Clients, Their Children, and You
12:30pm • Lunch & Learn with YREFY - The Student Debt Crisis: How it Affects Your Clients and Your Practice
3:30pm • Reviewing Every Client's Tax Return and Strategies Every Financial Advisor Should Know

TBD

Interlocken A

Interlocken AB Foyer

Interlocken B

Interlocken CD

Pavilion

6:45am • Fun Run / Walk

Spruce

Pavilion