2025 Garrett Retreat: Full Schedule

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7:00am PDT

Somatic Breathwork

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

Facilitator

Danqin Fang

Founder and Financial Planner, Wealth Beyond Math

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

Other

8:00am PDT

Mix & Mingle with Partners over Coffee

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

Visit with the partners before breakfast.

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

Networking

8:30am PDT

Breakfast Session with Platinum Partner Yrefy

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

Sponsor Educational Session

9:30am PDT

Bronze Partner Spotlights

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

Networking

10:00am PDT

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

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

Speakers

Taft Dorman

Financial Planning Program Director, BYU-Idaho

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

Concurrent Session

10:00am PDT

Transforming Your Client Onboarding

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

Speakers

Cameo Roberson

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

Concurrent Session

11:15am PDT

10 Quick Ways to Boost Website Inquiries for Financial Advisors

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

Speakers

Ryan Sullivan

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

Concurrent Session

11:15am PDT

Best Practices for Talking to Clients about the Current Political Climate & Market Uncertainty

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

Speakers

Apollo Lupescu

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

Concurrent Session

12:45pm PDT

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

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

Sponsor Educational Session

12:45pm PDT

Lunch & Learn with TBD

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

Grab your lunch and head to one of the concurrent sponsor educational sessions.

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

Sponsor Educational Session

1:45pm PDT

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

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

Stop in the Exhibit Hall and visit with Sponsors. PagePort will be providing a demo in Interlocken C.

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

Networking

2:45pm PDT

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

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

Facilitator

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 PDT

Concurrent Session, Panel

2:45pm PDT

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

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

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 →

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

Concurrent Session, Panel

4:00pm PDT

Q&A with Carl Richards

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

Facilitator

Christina Empedocles

Principal Planner, Insight Personal Finance

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

Speakers

Carl Richards

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

Keynote

5:00pm PDT

How I Use It - Income Lab (+Others)

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

General Session

5:30pm PDT

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

Friday August 1, 2025 5:30pm - 6:30pm PDT

Networking

6:30pm PDT

Dinner On Your Own

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

Networking

6:30pm PDT

GPN Alliance Member Meeting & Dinner

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

Other