We're Going Virtual for 2020
20TH ANNUAL GARRETT CONFERENCE
See what the Garrett Planning Conference is all about!
August 5-8, 2020
2020 Exhibitor Opportunities are available now!
The Garrett Planning Network will celebrate its 20th annual Conference virtually this August. Annual Conference attendance is included as a membership benefit for the members of the Network.
Every year we gather together to discuss practice management, attend skills workshops, obtain continuing education, recognize achievements, and socialize with fellow members, coaches, staff, and special guests. Retreat is frequently cited by members as one of the greatest benefits of membership.
Wednesday August 5 Opening Night Virtual Reception to celebrate the Network’s 20th Anniversary!
Keynotes or sessions presented by:
Marie Swift
George Kinder
Randy Gardner
Mark Tibergien
Paul Resnik
Harold Evensky
John Hale
Bill Bernstein
Mary Gibson
Louise Schroeder
Marge Randall
Rick Ferri
Allan Roth
Pre- and Post- Conference:
George Kinder 2 day workshop Seven Stages of Money Maturity
Randy Gardner with Julie Welch, Tax Saving Ideas: Deep Dive into Tax Planning.
"I’m glad I attended Retreat this year. It is the best decision I could have made for my business at this time. I thought I might skip it because I have been inundated with new business. (I’m thankful for this problem!) Luckily, I decided to attend. Not only did it help me with specific questions I had about software etc. but also big picture ideas about the direction I want to grow my business."
–Catherine Hawley on the 2015 Retreat
Membership Guidelines
Fee-Only, hourly-based and accessible services are the key marketing differentiators of the Garrett Planning Network.
Therefore, our Member-Advisors must:
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