Jamie Breeden, CFP®

Hi, this is Jamie Breeden, Garrett’s Director of Member Services.

A benefit available through Garrett membership that members consistently recognize as one of the most valuable tools is the Garrett Knowledge Bank – also known as the Intranet.

Through the Knowledge Bank you will have access to a calendar with regularly scheduled teleconferences and webinars that cover topics such as practice management, compliance, technology, marketing and more. There are event summaries posted for various sessions that include highlights, key ideas and action steps related to a particular call. The summaries also incorporate links to relevant materials existing elsewhere on the Knowledge Bank. Each year, through these webinars, teleconferences and our annual retreat, the Garrett Network provides no less than 15 hours of CFP® certification continuing education credits and no less than 30 hours of NAPFA credits, as well as CE credits for CPAs.

Also as part of the Knowledge Bank, you will receive unlimited access to the collective wisdom, knowledge and expertise of your peers via online discussion forums, an extensive shared documents library and our members-only email system. Weekly Knowledge Bank Recaps are posted throughout the year summarizing newly posted discussions and documents for a given week. At Message Central you can download Weekly Knowledge Bank Recaps grouped by year. They include a table of contents which allows you to quickly jump to the various topics within the document and are easily searchable.

Garrett members know that maximizing the valuable resources available via our private Knowledge Bank can help them build their business, more rapidly and with less stress. Thanks to member contributions and Garrett staff and consultants, a wealth of information is waiting for you!