​See what the Garrett Retreat is all about!

The Elms Hotel and Spa, Excelsior Springs, MO, August 6-9, 2020

2020 National and Retreat Sponsorship Opportunities are available now!

The Garrett Planning Network will celebrate its 20th annual Retreat at The Elms Hotel and Spa, located just outside of Kansas City. Annual Retreat 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. 

Register to attend here

Book your hotel room here

"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-Onlyhourly-based and accessible services are the key marketing differentiators of the Garrett Planning Network.

Therefore, our Member-Advisors must:

  • be Fee-Only.
  • offer financial planning and investment advice on an hourly, as-needed basis (and they may also offer investment management services, in addition to hourly-based services).
  • be accessible (meaning, provide financial advice on an as-needed basis to individuals from all walks of life, without any minimums as to income, assets, net worth, length of engagement or revenues generated).
  • either be a CFP® certificant, a licensed CPA with the Personal Financial Specialist (PFS) credential, or obtain one of those designations within five years from the date of initial RIA registration as a Garrett member.
  • adhere to the Fiduciary Oath.

  • Advisor Quick Links

    Add Content Block