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Saturday, August 2
 

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

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
 
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