2025 Garrett Retreat

5:00pm PDT

Registration and Check-In Come-and-Go Gathering & Socializing

7:30am PDT

Registration and Check-In

8:00am PDT

Welcome Breakfast

9:00am PDT

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

10:00am PDT

A Matter of TimeMark Berg

11:15am PDT

Mistakes Investors Make and How This Understanding Has Shaped My PracticeAllan Roth

12:45pm PDT

Panel Discussion Over Lunch - The Future of the Hourly ModelJean Keener • Allan Roth • Chuck Clifton • Mark Berg

1:45pm PDT

Exhibit Hall Opens

3:00pm PDT

Experiences Exiting Your Business and Perspectives on Looking BackDavid Barnett • Jerry Davis • David McPherson • Leisa Aiken Time Tracking StrategiesStephen Lay • Tracy St John • Katy Cook • Michael Morton

4:15pm PDT

Q&A with Managing Director Rachael LordRachael Lord

5:15pm PDT

Gold / Silver Partner Spotlights

5:30pm PDT

Networking Over Cocktails with Partners (in the Exhibit Hall)

6:30pm PDT

Dinner On Your Own

7:00am PDT

Somatic BreathworkDanqin Fang

8:00am PDT

Mix & Mingle with Partners over Coffee

8:30am PDT

Breakfast Session with Platinum Partner Yrefy

9:30am PDT

Bronze Partner Spotlights

10:00am PDT

Advanced College Planning: Strategies from 529s to Roths to FAFSATaft Dorman Transforming Your Client OnboardingCameo Roberson

11:15am PDT

10 Quick Ways to Boost Website Inquiries for Financial AdvisorsRyan Sullivan Best Practices for Talking to Clients about the Current Political Climate & Market UncertaintyApollo Lupescu

12:45pm PDT

Lunch & Learn with LLIS: Term Life, Annuities (Immediate, Indexed and Annuity Reviews) Lunch & Learn with TBD

1:45pm PDT

Break with Partners (Tech Showcase Provided by Jump & Zocks)

2:45pm PDT

My Plate's Full: How to Manage Too Much of a Good ThingDavid Sterman • Katy Cook • Kitty Bressington My Plate's Not Full: How Do I Fill It?Tracy St John

4:00pm PDT

Q&A with Carl RichardsChristina Empedocles • Carl Richards

5:00pm PDT

How I Use It - Income Lab (+Others)

5:30pm PDT

Networking Over Cocktails with Partners and Table Topics (in the Exhibit Hall)

6:30pm PDT

Dinner On Your Own GPN Alliance Member Meeting & Dinner

6:45am PDT

8:00am PDT

Mix & Mingle with Partners

8:30am PDT

Breakfast with The LRM Group

9:45am PDT

How Marketing as an Hourly Planner is DifferentSara Grillo Using the Tax Saving Formulas of the Ultra-Wealthy for the Middle MarketRob Cook

11:00am PDT

The Early Years: Highs and Lows and Lessons LearnedRed Holzbach • Matteo Hoch • Prudence Zhu • Al Faber Educational Session with DAFGiving 360

12:30pm PDT

Lunch & Learn with Bitwise Asset Management Lunch & Learn with Moneytree Software

1:30pm PDT

Final Break with Partners

2:30pm PDT

The Future of Financial LiteracyPaul Merriman

3:45pm PDT

How I Use AI in My PracticeLisa Weil • Maria Erickson • Susan Schreiner • Danqin Fang • Al Faber Nature Versus Homeowners InsuranceNancy Dienes

4:45pm PDT

Networking Over Cocktails

6:00pm PDT

Closing Night Celebration Dinner

8:00am PDT

Breakfast with Conversation Tables

9:00am PDT

Strategies for Charging What You're WorthLisa Weil

10:00am PDT

Coach Your Clients to Action on CybersecurityBeth Shurtz

11:00am PDT

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