2025 Garrett Retreat

5:00pm MDT

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

7:30am MDT

Registration and Check-In

8:00am MDT

Welcome Breakfast

8:45am MDT

Welcome Session (including State of the Network & Platinum Partner Spotlights)Rachael Lord • Chuck Clifton • Jean Keener

10:00am MDT

A Matter of TimeMark Berg

11:15am MDT

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

12:45pm MDT

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

1:45pm MDT

Exhibit Hall Opens

3:00pm MDT

Time Tracking StrategiesStephen Lay • Tracy St John • Katy Cook • Michael Morton

4:15pm MDT

How I Use AI in My PracticeLisa Weil • Maria Erickson • Susan Schreiner • Danqin Fang • Al Faber

5:45pm MDT

Gold / Silver Partner Spotlights

6:00pm MDT

Networking Over Cocktails with Partners (in the Exhibit Hall)

7:00pm MDT

Dinner On Your Own

7:00am MDT

Somatic BreathworkDanqin Fang

8:00am MDT

Mix & Mingle with Partners over Coffee

8:30am MDT

Breakfast Session with Platinum Partner Yrefy

9:30am MDT

Bronze Partner Spotlights

10:00am MDT

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

11:15am MDT

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

12:45pm MDT

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

1:45pm MDT

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

2:45pm MDT

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 • Alan Kneale • Scott Gutman • John Abernethy • Lei Deng

4:00pm MDT

Q&A with Carl RichardsChristina Empedocles • Carl Richards

5:00pm MDT

How I Use It - Income Lab (+Others)

5:15pm MDT

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

6:30pm MDT

Dinner On Your Own GPN Alliance Member Meeting & Dinner

6:45am MDT

8:00am MDT

Mix & Mingle with Partners

8:30am MDT

Breakfast with The LRM Group

9:45am MDT

Growth Communication Strategies for Hourly and Project-based PlannersSara Grillo Tax Secrets of the Ultra-Wealthy: Strategies Every Client Can UseRob Cook

11:00am MDT

The Early Years: Highs and Lows and Lessons LearnedRed Holzbach • Matteo Hoch • Prudence Zhu • Al Faber Educational Session with DAFgiving360

12:30pm MDT

Lunch & Learn with Bitwise Asset ManagementRyan McKean Lunch & Learn with Moneytree Software

1:30pm MDT

Final Break with Partners

2:30pm MDT

The Future of Financial LiteracyPaul Merriman

3:45pm MDT

Experiences Exiting Your Business and Perspectives on Looking BackDavid Barnett • Jerry Davis • David McPherson • Leisa Aiken Nature Versus Homeowners InsuranceNancy Dienes

4:45pm MDT

Networking Over Cocktails

6:00pm MDT

Closing Night Celebration Dinner

8:00am MDT

Breakfast with Conversation Tables

9:00am MDT

Strategies for Charging What You're WorthLisa Weil

10:00am MDT

Cybersecurity - How to Coach Your Clients to ActionBeth Shurtz

11:00am MDT

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