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Garrett Retreat 17

IA

Isaac Allen

Stalwart Financial Planning
Financial Planner
Fayetteville, NC

10:15am MDT

Sponsor Break Interlocken A

11:00am MDT

Big Insurance Theories Interlocken BJerry Skapyak JR., LUTCF • Jill MacNeil

12:00pm MDT

Lunch & Learn with Sponsors - Why All the Buzz about Reverse Mortgages Interlocken CDRick Brown

1:30pm MDT

From Berkeley with Love: The True Science of Understanding Clients Interlocken BShachar Kariv

3:10pm MDT

Sponsor Break Interlocken A

4:00pm MDT

The State of Fiduciary Rules for Fee-Only Investment Advisers Interlocken BSkip Schweiss

5:00pm MDT

15 Ways to Grow Your Financial Planning Business in Every Economy Interlocken BMary Kelly

7:00pm MDT

Coach's Corner Interlocken BSaundra Davis, M.S., FBS

9:00am MDT

Master Your Financial Planning World: 10 Executive Leadership Strategies to Improve Productivity, Profits, and Communications Interlocken BMary Kelly

10:15am MDT

Sponsor Break Interlocken A

11:00am MDT

Financial Planning for Parents Who Have a Child with Special Needs Interlocken BHal Wright

12:00pm MDT

Lunch & Learn with Sponsors - Generational Trends in Divorce Interlocken CDCarol Lee Roberts

1:30pm MDT

Retirement Income Showdown: Risk Premium vs. Risk Pooling Interlocken BWade 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 CDDylan 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 CDWade Pfau

7:15pm MDT

Closing Night Celebration Dinner Interlocken B

8:30am MDT

Learning Together: Moderated Open Discussions PavilionSheryl Brown • David McPherson • Arlene Moss • Skip Fleming

10:00am MDT

Closing Remarks Pavilionsheryl