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Garrett Retreat 16
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Thursday
, July 21
Alder
2:00pm •
Money Tree Pre-Conference Training
Fir
3:00pm •
MoneyGuidePro Pre-Conference
Interlocken A
4:00pm •
Show Us Your Stuff
Interlocken AB Foyer
1:00pm •
Registration & Check-In
Pavilion
4:00pm •
MAB Mixer with 'First-Timers'
5:00pm •
Welcome Reception
Friday
, July 22
Interlocken A
7:00am •
Show Us Your Stuff
8:00am •
Sponsor Break
10:20am •
Sponsor Break
3:15pm •
Sponsor Break
Interlocken AB Foyer
6:00pm •
Networking with Sponsors, Advisors & Drinks
Interlocken B
9:00am •
What the Liberal Arts Have to Teach Us about Finance
11:00am •
Sponsor GEMS (Garrett Educational Mini Sessions)
12:00pm •
Lunch & Learn with Sponsors - Wise Advice About Income Security & Wealth Preservation (to take clients from 20s into retirement)
1:30pm •
Behavioral Finance: Psychology and Economics in Investing
4:00pm •
Solo-Practitioner Firm Panel
Interlocken CD
12:00pm •
Lunch & Learn with Sponsors - Improving Client Relationships by Protecting Clients’ Assets and Avoiding Sources of Lawsuits
4:00pm •
Multi-Professional Firm Panel
Spruce
7:30am •
First-Time Member Attendee Breakfast
Saturday
, July 23
Fir
8:00am •
Time-Based Study Group Gathering
Interlocken A
7:00am •
Show Us Your Stuff
8:00am •
Sponsor Break
10:15am •
Sponsor Break
3:10pm •
Sponsor Break - Final
7:00pm •
Closing Night Celebration Dinner
Interlocken B
9:00am •
Reverse Mortgages in Retirement Income Planning
10:50am •
Sponsor GEMS (Garrett Educational Mini Sessions)
12:00pm •
Lunch & Learn with Sponsors - Current Compliance Topics for RIA Firms
1:30pm •
Planning for Costs Related to Caregiving
4:00pm •
What's Heating Up Besides the Planet? The Connection Between Being a Fiduciary and SRI
5:30pm •
Fiduciary Best Practices for Registered Investment Adviser Owners
Interlocken CD
12:00pm •
Lunch & Learn with Sponsors - The Affluent Investor and Vanguard Advisor Support
1:30pm •
Collaborative Financial Planning
4:00pm •
For Better or Worse
Pavilion
6:30am •
Fun Run / Walk
Sunday
, July 24
Pavilion
8:00am •
Networking over Coffee
8:30am •
Sharing the Wisdom - Best Tips
10:00am •
Closing Remarks
Timezone
Garrett Retreat 16
America/Denver
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Garrett Retreat 16
Jul 21
-
24, 2016
Thursday
, July 21
Friday
, July 22
Saturday
, July 23
Sunday
, July 24
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Broomfield, CO, United States
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Alder
Fir
Interlocken A
Interlocken AB Foyer
Interlocken B
Interlocken CD
Pavilion
Spruce
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Dates
Thursday
, July 21
Friday
, July 22
Saturday
, July 23
Sunday
, July 24
Venue
Alder
Fir
Interlocken A
Interlocken AB Foyer
Interlocken B
Interlocken CD
Pavilion
Spruce
Session Type
Concurrent General Session
General Session
Keynote
Lunch and Learn
Networking
Pre-Conference
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