2025 Garrett Retreat: Full Schedule

12:45pm MDT

Panel Discussion Over Lunch - The Future of the Hourly Model

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

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

Founder, Timothy Financial Counsel, Inc

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

General Session, Panel

3:00pm MDT

Time Tracking Strategies

Thursday July 31, 2025 3:00pm - 4:00pm MDT

Facilitator

Stephen Lay

Financial Planner, Curtain Wealth Planning

With over two decades of expertise in investments and financial services, Stephen founded Curtain Wealth Planning, an independent financial planning, and registered investment advisory firm to help individuals and families across diverse backgrounds and income levels. Curtain Wealth... Read More →

Speakers

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 →

Katy Cook

Principal, Abacus Financial Planning, LLC

Michael Morton

Owner, Morton Financial Advice

I help busy parents get (financially) organized and make smart decisions with their money. I founded Morton Financial Advice in 2018. I currently serve 60+ clients each year with a mix of ongoing, one-time and hourly financial advice.I began my career as a computer programmer... Read More →

Thursday July 31, 2025 3:00pm - 4:00pm MDT

General Session, Panel

12:45pm MDT

3:00pm MDT

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