Name: Welcome Session (including State of the Network & Platinum Partner Spotlights)
Start: 2025-07-31T08:45:00-0600
End: 2025-07-31T09:50:00-0600

Thursday July 31, 2025 8:45am - 9:50am MDT

Join us for a great Retreat Kickoff, including:

Welcome and Years at Retreat Tradition
State of the Network - Rachael Lord
Strategic Planning - Chuck Clifton
Retreat Logistics, Committee Member Recognition, Platinum Partner Intros - Jean Keener

Speakers

Rachael Lord

Managing Director, Garrett Planning Network

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 →

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 →

Thursday July 31, 2025 8:45am - 9:50am MDT

General Session

2025 Garrett Retreat

Rachael Lord

Chuck Clifton

Jean Keener

Get help with the event

2025 Garrett Retreat

Rachael Lord

Chuck Clifton

Jean Keener

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