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Saturday, August 2
 

6:45am PDT

Fun Run / Walk
Saturday August 2, 2025 6:45am - 7:30am PDT
We are bringing back the Fun Run/Walk! We encourage everyone get refreshed during this informal event on Saturday morning!
Saturday August 2, 2025 6:45am - 7:30am PDT

8:00am PDT

Mix & Mingle with Partners
Saturday August 2, 2025 8:00am - 8:30am PDT
Visit with the partners before breakfast.
Saturday August 2, 2025 8:00am - 8:30am PDT

8:30am PDT

Breakfast with The LRM Group
Saturday August 2, 2025 8:30am - 9:30am PDT
Saturday August 2, 2025 8:30am - 9:30am PDT

9:45am PDT

How Marketing as an Hourly Planner is Different
Saturday August 2, 2025 9:45am - 10:45am PDT
Speakers
Saturday August 2, 2025 9:45am - 10:45am PDT

9:45am PDT

Using the Tax Saving Formulas of the Ultra-Wealthy for the Middle Market
Saturday August 2, 2025 9:45am - 10:45am PDT
Speakers
Saturday August 2, 2025 9:45am - 10:45am PDT

11:00am PDT

The Early Years: Highs and Lows and Lessons Learned
Saturday August 2, 2025 11:00am - 12:00pm PDT
Facilitator
avatar for Red Holzbach

Red Holzbach

Founder, Red Kennedy Financial
Speakers
avatar for Matteo Hoch

Matteo Hoch

Financial Planner, Bird Spring Financial
Financial planning for solopreneurs and the less traditionally employed. Tax prep and representation. Volunteer tax prep.Previous career in: data science, AI, automation, software engineering, freelancing
AF

Al Faber

Financial Advisor, Woodson Wealth Management
Saturday August 2, 2025 11:00am - 12:00pm PDT

11:00am PDT

Educational Session with DAFGiving 360
Saturday August 2, 2025 11:00am - 12:00pm PDT
Saturday August 2, 2025 11:00am - 12:00pm PDT

12:30pm PDT

Lunch & Learn with Bitwise Asset Management
Saturday August 2, 2025 12:30pm - 1:30pm PDT
Grab your lunch and head to one of the concurrent sponsor educational sessions.

Saturday August 2, 2025 12:30pm - 1:30pm PDT

12:30pm PDT

Lunch & Learn with Moneytree Software
Saturday August 2, 2025 12:30pm - 1:30pm PDT
Grab your lunch and head to one of the concurrent sponsor educational sessions.

Saturday August 2, 2025 12:30pm - 1:30pm PDT

1:30pm PDT

Final Break with Partners
Saturday August 2, 2025 1:30pm - 2:30pm PDT
Last chance to stop in the Exhibit Hall and visit with partners.
Saturday August 2, 2025 1:30pm - 2:30pm PDT

2:30pm PDT

The Future of Financial Literacy
Saturday August 2, 2025 2:30pm - 3:30pm PDT
Speakers
Saturday August 2, 2025 2:30pm - 3:30pm PDT

3:45pm PDT

How I Use AI in My Practice
Saturday August 2, 2025 3:45pm - 4:45pm PDT
Facilitator
avatar for Lisa Weil

Lisa Weil

Principal, CFP(R), MBA, Clarity Northwest Wealth Management, LLC
Lisa Weil is a CFP® Professional and Principal of Clarity Northwest in Seattle, WA. She founded her hourly financial planning practice in 2013 and joined the Garrett Planning Network in 2014.  Lisa is a career changer with over 14 years’ experience in market strategy and business... Read More →
Speakers
ME

Maria Erickson

Principal, Ffbp
avatar for Susan Schreiner

Susan Schreiner

Owner, Schreiner Financial Solutions
Pets and financial planning!
DF

Danqin Fang

Founder and Financial Planner, Wealth Beyond Math
AF

Al Faber

Financial Advisor, Woodson Wealth Management
Saturday August 2, 2025 3:45pm - 4:45pm PDT

3:45pm PDT

Nature Versus Homeowners Insurance
Saturday August 2, 2025 3:45pm - 4:45pm PDT
Speakers
avatar for Nancy Dienes

Nancy Dienes

Principal / Financial Planner, Arrivity Financial Planning
Nancy has been the CEO/Principal/CCO at Arrivity since 2013 and obtained her CFP® certification in 2012. The firm is located in Seattle, Washington and currently includes 8 team members who serve about 400 clients each year. We are an hourly-only firm working developing initial plans... Read More →
Saturday August 2, 2025 3:45pm - 4:45pm PDT

4:45pm PDT

Networking Over Cocktails
Saturday August 2, 2025 4:45pm - 6:00pm PDT
Saturday August 2, 2025 4:45pm - 6:00pm PDT

6:00pm PDT

Closing Night Celebration Dinner
Saturday August 2, 2025 6:00pm - 9:00pm PDT
Saturday August 2, 2025 6:00pm - 9:00pm PDT
 
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