Garrett Planning Network
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2018 Network Sponsorship Opportunities

Sponsoring the Garrett Planning Network as a National or Annual Retreat sponsor is a win for all.  Our members get access to high quality services and products.  As a sponsor, your company gets access to financial advisors who are the decision makers when it comes to purchasing products and services for their firms.  

The members of the Garrett Planning Network own or work for independent fee-only RIA firms, work as hourly/time based planners serving clients from all walks of life, are deeply committed to their clients, have efficiency as a high priority, and are strongly supportive of member firms, sharing information and advice on the Network’s internal intranet, the Knowledge Bank.  

As a Garrett Planning Network Sponsor, you receive maximum networking time for member-sponsor interactions at our annual Retreat and at higher sponsor levels, your company receives multiple opportunities for presenting your company’s value to our entire membership.  

Contact Mary Lacey Gibson, Mary@GarrettPlanningNetwork, to learn more. Or submit your sponsor application now.


Platinum Level National Sponsor $15,000 

Discounted 10% to $13,500 through 12/31/2017
Exclusive, only 1 available at this level  SOLD


  • Prime double sized exhibit space at Retreat with 4 representatives
  • 10% discount on Additional Retreat Sponsor Opportunities
  • Sponsor Spotlight at Retreat Opening Reception
  • Logo on master screen at Retreat
  • Top listing on sponsor recognition sign in reception area at Retreat
  • CFP CE eligible session at Retreat
  • One-time use of Retreat attendee list
  • Large logo on the Advisor site on Public Network website
  • 4 Blast emails to Garrett Planning Network membership per year
  • Top position on list of sponsors Knowledge Bank home page
  • Detailed profile on Knowledge Bank, promoted to Garrett Planning Network members
  • Host 3, one-hour educational webinars for members, recorded and added to our Knowledge Bank library
  • Provide articles, research and white papers to members


Gold Level National Sponsor $12,000 

Discounted 10% to $10,800 through 12/31/2017 - Apply Now
Exclusive, only 1 available at this level


  • Preferred double sized exhibit space at Retreat with 3 Representatives
  • 5% discount on Additional Retreat Sponsor Opportunities
  • Sponsor Spotlight at Retreat Opening Reception
  • Second listing on sponsor recognition sign in reception area at Retreat
  • One time use of Retreat attendee list
  • Large logo on the Advisor site on Public Network website
  • 3 Blast emails to membership per year
  • Second position on list of Sponsors on Knowledge Bank home page
  • Detailed profile on Knowledge Bank, promoted to Garrett Planning Network members
  • Host 2, one-hour educational webinars for members, recorded and added to our Knowledge Bank library


Silver Level Retreat Sponsor $9,000 

Discounted 10% to $8,100 through 12/31/2017- Apply Now
4 available at this level


  • Full sized exhibit space with 2 Representatives
  • 1 Blast email to membership before Retreat
  • Listing on sponsor recognition sign in reception area at Retreat
  • Lunch and Learn session at Retreat
  • Sponsor Spotlight at Retreat Opening Reception
  • One time use of Retreat attendee list
  • Logo on the Advisor site on the Public Network website
  • Recognition on list of Sponsors on Knowledge Bank, the Network’s private intranet, home page
  • Detailed profile on Knowledge Bank, promoted to Garrett Planning Network members
  • Host 1, one-hour educational webinar for members, recorded and added to our Knowledge Bank library


Bronze Level Retreat Sponsor $5,000 

Discounted 10% to $4,500 through 12/31/2017 - Apply Now
10 available at this level


  • Full sized exhibit space with 2 Representatives
  • Listing on sponsor recognition sign in reception area at Retreat
  • Sponsor Spotlight at Retreat at Retreat Opening Reception
  • One time use of Retreat attendee list
  • Detailed profile on Knowledge Bank, promoted to Garrett Planning Network members
  • Recognition on Sponsors on Knowledge Bank home page
  • Logo on the Advisor site on Public Network website


Table Top Level Retreat Sponsor $3,000 

Discounted 10% to $2,700 through 12/31/2017 - Apply Now
8 available at this level


  • High Top round table exhibit space with 1 Representative
  • Garrett Planning Network provides table signage
  • Sponsor Spotlight at Retreat Opening Reception
  • Detailed profile on Knowledge Bank, promoted to all Garrett Planning Network members
  • Logo on the Advisor site on Public Network website


Additional Special Retreat Sponsor Opportunities


Want to stand out to Garrett Planning Network members? Add one or more of these marketing opportunities to your Sponsor level:

Opening Night Reception Sponsor $3,500
Special signage and exclusive introduction 

First Time Attendee Breakfast $1,500 - SOLD OUT
Special signage and exclusive introduction

Coffee Sponsor (per day) $1,700
$3,000 for entire conference, if all days are available

Closing Night Celebration Dinner $5,500
Special signage and exclusive introduction

WiFi Sponsor $1,700
Your Company Name is the WiFi password

Lanyard for Name Tag Sponsor - SOLD OUT
Sponsor to provide lanyards

Key Card Sponsor $1,500 - SOLD OUT
Logo/custom design, slogan printed on Omni Hotel Key Card

Mobile Agenda App Sponsor $1,500
Logo viewable upon opening of mobile agenda

All Special Retreat Sponsors:
  • Must purchase a National or Retreat exhibit sponsor level.
  • Will have Company recognition prominently displayed at Retreat.
  • Are promoted to all Garrett Planning Network members on the Knowledge Bank, the Network’s internal intranet.


Ready to get out in front of Garrett Planning Network members? Click here to apply now.

18th Annual Retreat

The Garrett Planning Network will be celebrating its 18th Annual Retreat, August 2–5, 2018, at the beautiful, Omni Interlocken Hotel, located just outside of Denver.

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.

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