2025 Garrett Retreat: Full Schedule

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7:30am PDT

Registration and Check-In

Thursday July 31, 2025 7:30am - 4:30pm PDT

Other

8:00am PDT

Welcome Breakfast

Thursday July 31, 2025 8:00am - 9:00am PDT

Networking

9:00am PDT

Welcome Session (including State of the Network & Platinum Partner Spotlights)

Thursday July 31, 2025 9:00am - 10:00am PDT

General Session

10:00am PDT

A Matter of Time

Thursday July 31, 2025 10:00am - 11:00am PDT

Speakers

Mark Berg

Thursday July 31, 2025 10:00am - 11:00am PDT

Keynote

11:15am PDT

Mistakes Investors Make and How This Understanding Has Shaped My Practice

Thursday July 31, 2025 11:15am - 12:15pm PDT

Speakers

Allan Roth is founder of Wealth Logic, an hourly based financial planning firm. He writes for the Wall Street Journal, AARP, and Financial Planning Magazine. He is also the author of How a Second Grader Beats Wall Street (Wiley 2009). He earned a bachelor’s degree in accounting... Read More →

Thursday July 31, 2025 11:15am - 12:15pm PDT

Keynote

12:45pm PDT

Panel Discussion Over Lunch - The Future of the Hourly Model

Thursday July 31, 2025 12:45pm - 1:45pm PDT

Grab your lunch and head to this panel discussion.

Facilitator

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 13 who served about 500 households last year. The firm works with clients on both an as-needed project basis and ongoing retainer... Read More →

Speakers

Allan Roth

Principal, Wealth Logic, LLC

Chuck Clifton

Principal Financial Planner, 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 with an additional office in Charlotte, NC. Chuck has been a part of the... Read More →

Mark Berg

Thursday July 31, 2025 12:45pm - 1:45pm PDT

General Session, Panel

1:45pm PDT

Exhibit Hall Opens

Thursday July 31, 2025 1:45pm - 3:00pm PDT

Stop in the Exhibit Hall and visit with Sponsors.

Thursday July 31, 2025 1:45pm - 3:00pm PDT

Networking

3:00pm PDT

Experiences Exiting Your Business and Perspectives on Looking Back

Thursday July 31, 2025 3:00pm - 4:00pm PDT

Facilitator

David Barnett

Owner/planner, Barnett Financial Planning

Speakers

Jerry Davis

CEO, Jerry J Davis CPA PC

David McPherson

Principal, Four Ponds Financial Planning LLC

David McPherson founded Four Ponds Financial Planning in 2007 to provide sound, objective financial advice to clients looking for help with their investments, retirement planning and other money-related needs.As a financial planner, he strives to treat all clients with respect and... Read More →

Leisa Aiken

Thursday July 31, 2025 3:00pm - 4:00pm PDT

Concurrent Session, Panel

3:00pm PDT

Time Tracking Strategies

Thursday July 31, 2025 3:00pm - 4:00pm PDT

Facilitator

Stephen Lay

Financial Planner, Curtain Wealth Planning

Speakers

Tracy St John

Principal, Financial Avenues

Tracy St John is the owner of Financial Avenues, located in Kansas City, MO with a 2nd office in Kansas, still within the Kansas City area. The firm practices on an hourly only basis and does offer investment management only if the client requests. Investment management is charged... Read More →