2025 Garrett Retreat: Full Schedule

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