Dawn Bond and LaVerne Zellmann

As a member of the Garrett Planning Network you will receive compliance coaching and assistance in the following areas:

• Chapter 4 of the Garrett Quick Start Manual is dedicated to walking you through an easy to follow step-by-step process in order to assist you in becoming a registered investment adviser.
• A compliance manual has been created for you to customize and utilize in your practice.
• LaVerne and Dawn provide a quarterly teleconference, or webinar, for Garrett members to keep them up-to-date throughout the year on compliance issues.
• Compliance presentations are always integrated into the Garrett Annual Retreat.
• And of course, by the Garrett Knowledge Bank, you have access to the compliance discussion forum to get any specific compliance questions answered.