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IA
Isaac Allen
Stalwart Financial Planning
Financial Planner
Fayetteville, NC
Friday
, July 28
10:15am MDT
Sponsor Break
Interlocken A
11:00am MDT
Big Insurance Theories
Interlocken B
Jerry Skapyak JR., LUTCF • Jill MacNeil
12:00pm MDT
Lunch & Learn with Sponsors - Why All the Buzz about Reverse Mortgages
Interlocken CD
Rick Brown
1:30pm MDT
From Berkeley with Love: The True Science of Understanding Clients
Interlocken B
Shachar Kariv
3:10pm MDT
Sponsor Break
Interlocken A
4:00pm MDT
The State of Fiduciary Rules for Fee-Only Investment Advisers
Interlocken B
Skip Schweiss
5:00pm MDT
15 Ways to Grow Your Financial Planning Business in Every Economy
Interlocken B
Mary Kelly
7:00pm MDT
Coach's Corner
Interlocken B
Saundra Davis, M.S., FBS
Saturday
, July 29
9:00am MDT
Master Your Financial Planning World: 10 Executive Leadership Strategies to Improve Productivity, Profits, and Communications
Interlocken B
Mary Kelly
10:15am MDT
Sponsor Break
Interlocken A
11:00am MDT
Financial Planning for Parents Who Have a Child with Special Needs
Interlocken B
Hal Wright
12:00pm MDT
Lunch & Learn with Sponsors - Generational Trends in Divorce
Interlocken CD
Carol Lee Roberts
1:30pm MDT
Retirement Income Showdown: Risk Premium vs. Risk Pooling
Interlocken B
Wade Pfau
3:10pm MDT
Sponsor Break - Final
Interlocken A
4:00pm MDT
Virtual Practices: Web and Cloud Based Tools Every Financial Planning Firm Can Use
Interlocken CD
Dylan Ross, CFP® • Charlie Bolognino, ChFC, CFP® • Catherine Hawley • Abby Morton
5:30pm MDT
Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement
Interlocken CD
Wade Pfau
7:15pm MDT
Closing Night Celebration Dinner
Interlocken B
Sunday
, July 30
8:30am MDT
Learning Together: Moderated Open Discussions
Pavilion
Sheryl Brown • David McPherson • Arlene Moss • Skip Fleming
10:00am MDT
Closing Remarks
Pavilion
sheryl
Timezone
Garrett Retreat 17
America/Denver
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Garrett Retreat 17
Jul 27
-
30, 2017
Thursday
, July 27
Friday
, July 28
Saturday
, July 29
Sunday
, July 30
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Broomfield, CO, United States
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