2025 Garrett Retreat: Full Schedule

9:00am PDT

Welcome Session (including State of the Network & Platinum Partner Spotlights)

Thursday July 31, 2025 9:00am - 10:00am PDT

General Session

12:45pm PDT

Panel Discussion Over Lunch - The Future of the Hourly Model

Thursday July 31, 2025 12:45pm - 1:45pm PDT

Grab your lunch and head to this panel discussion.

Facilitator

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 →

Speakers

Allan Roth

Principal, Wealth Logic, LLC

Allan Roth is founder of Wealth Logic, an hourly based financial planning firm. He writes for the Wall Street Journal, AARP, and Financial Planning Magazine. He is also the author of How a Second Grader Beats Wall Street (Wiley 2009). He earned a bachelor’s degree in accounting... Read More →

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 →

Mark Berg

Thursday July 31, 2025 12:45pm - 1:45pm PDT

General Session, Panel

4:15pm PDT

Q&A with Managing Director Rachael Lord

Thursday July 31, 2025 4:15pm - 5:15pm PDT

Speakers

Rachael Lord

Managing Director, Garrett Planning Network

Thursday July 31, 2025 4:15pm - 5:15pm PDT

General Session

5:00pm PDT

How I Use It - Income Lab (+Others)

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

General Session

9:00am PDT

Strategies for Charging What You're Worth

Sunday August 3, 2025 9:00am - 10:00am PDT

Speakers

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 →

Sunday August 3, 2025 9:00am - 10:00am PDT

General Session

10:00am PDT

Coach Your Clients to Action on Cybersecurity

Sunday August 3, 2025 10:00am - 11:00am PDT

Speakers

Beth Shurtz

Financial Planner, Keener Financial Plannikkng

Sunday August 3, 2025 10:00am - 11:00am PDT

General Session

11:00am PDT

Turning Knowledge into Action: Insights from the Retreat (Open Mic)

Sunday August 3, 2025 11:00am - 12:00pm PDT

General Session