2025 Garrett Retreat: Full Schedule

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7:00am MDT

Somatic Breathwork

Friday August 1, 2025 7:00am - 8:00am MDT

Facilitator

Danqin Fang

Founder and Financial Planner, Wealth Beyond Math

Friday August 1, 2025 7:00am - 8:00am MDT

Other

8:00am MDT

Mix & Mingle with Partners over Coffee

Friday August 1, 2025 8:00am - 8:30am MDT

Visit with the partners before breakfast.

Friday August 1, 2025 8:00am - 8:30am MDT

Networking

8:30am MDT

Breakfast Session with Platinum Partner Yrefy

Friday August 1, 2025 8:30am - 9:30am MDT

Sponsor Educational Session

9:30am MDT

Bronze Partner Spotlights

Friday August 1, 2025 9:30am - 9:45am MDT

Networking

10:00am MDT

Advanced College Planning: Strategies from 529s to Roths to FAFSA

Friday August 1, 2025 10:00am - 11:00am MDT

Speakers

Taft Dorman

Financial Planning Program Director, BYU-Idaho

Friday August 1, 2025 10:00am - 11:00am MDT

Concurrent Session

10:00am MDT

Transforming Your Client Onboarding

Friday August 1, 2025 10:00am - 11:00am MDT

Speakers

Cameo Roberson

Friday August 1, 2025 10:00am - 11:00am MDT

Concurrent Session

11:15am MDT

10 Quick Ways to Boost Website Inquiries for Financial Advisors

Friday August 1, 2025 11:15am - 12:15pm MDT

Most financial advisor websites don’t need a full redesign. They just need the right small changes in the right places. In this session, I'll share exactly what those changes are. We’ll look at real websites, show what was changed, and share the successful results. You’ll leave with 10 specific, practical updates you can make to your own site to get more people reaching out right away.

Speakers

Ryan Sullivan

Chief of Staff, SiteCare

I'm a veteran of the web and have helped thousands of businesses establish secure and stable online presences. If you want to chat about website maintenance, performance optimization, or improving user experience to get more leads for your business, I'd love to sync up.

Friday August 1, 2025 11:15am - 12:15pm MDT

Concurrent Session

11:15am MDT

Educational Session with Dimensional: Best Practices for Talking to Clients about the Current Political Climate & Market Uncertainty

Friday August 1, 2025 11:15am - 12:15pm MDT

Speakers

Apollo Lupescu

Friday August 1, 2025 11:15am - 12:15pm MDT

Sponsor Educational Session

12:45pm MDT

Lunch & Learn with LLIS: Term Life, Annuities (Immediate, Indexed and Annuity Reviews)

Friday August 1, 2025 12:45pm - 1:45pm MDT

Sponsor Educational Session

1:45pm MDT

Break with Partners (Tech Showcase Provided by Jump & Zocks)

Friday August 1, 2025 1:45pm - 2:45pm MDT

Networking

2:45pm MDT

My Plate's Full: How to Manage Too Much of a Good Thing

Friday August 1, 2025 2:45pm - 3:45pm MDT

Facilitator

David Sterman

President, Huguenot Financial Planning

David is based in New York State’s Hudson Valley at Huguenot Financial Planning. He holds a Bachelor’s Degree in Political Science and Philosophy from Emory University and a Master’s degree in the Science of Management from Georgia Tech. In addition to Financial Planning and... Read More →

Speakers

Katy Cook

Principal, Abacus Financial Planning, LLC

Kitty Bressington

Founder / Owner, Linden Financial Consultants, LLC

Friday August 1, 2025 2:45pm - 3:45pm MDT

Concurrent Session, Panel

2:45pm MDT

My Plate's Not Full: How Do I Fill It?

Friday August 1, 2025 2:45pm - 3:45pm MDT

Facilitator

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 →

Speakers

Alan Kneale

Principal, Arcadian Financial Services

Celebrating 1 year anniversary of opening my RIA in August

Scott Gutman

Gutman Financial Planning

John Abernethy

Financial Planner, Together Planning

Lei Deng

Friday August 1, 2025 2:45pm - 3:45pm MDT

Concurrent Session, Panel

4:00pm MDT

Q&A with Carl Richards

Friday August 1, 2025 4:00pm - 5:00pm MDT

Facilitator

Christina Empedocles

Principal Planner, Insight Personal Finance

Hourly, fee-only, financial planning for hardworking individuals and families.

Speakers

Carl Richards

The Sketch Guy, Author, Behavior Gap

Carl Richards, creator of The Sketch Guy column in The New York Times, uses simple sketches to make money concepts clear and relatable. A Certified Financial Planner™ and bestselling author of The Behavior Gap and The One-Page Financial Plan, Carl’s work has inspired audiences... Read More →

Friday August 1, 2025 4:00pm - 5:00pm MDT

Keynote

5:00pm MDT

How I Use It - Income Lab (+Others)

Friday August 1, 2025 5:00pm - 5:30pm MDT

General Session

5:15pm MDT

Networking Over Cocktails with Partners and Table Topics (in the Exhibit Hall)

Friday August 1, 2025 5:15pm - 6:30pm MDT

Networking

6:30pm MDT

Dinner On Your Own

Friday August 1, 2025 6:30pm - 8:30pm MDT

Networking

6:30pm MDT

GPN Alliance Member Meeting & Dinner

Friday August 1, 2025 6:30pm - 8:30pm MDT

Other

7:00am MDT

8:00am MDT

8:30am MDT

9:30am MDT

10:00am MDT

10:00am MDT

11:15am MDT

11:15am MDT

12:45pm MDT

1:45pm MDT

2:45pm MDT

2:45pm MDT

4:00pm MDT

5:00pm MDT

5:15pm MDT

6:30pm MDT

6:30pm MDT

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