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Garrett Retreat 17
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Thursday
, July 27
Interlocken AB Foyer
1:00pm •
Registration & Check-In
Pavilion
4:00pm •
MAB Mixer with New Members
5:00pm •
Welcome Reception
Pine
2:00pm •
RightCapital Pre-Conference Workshop
Friday
, July 28
Fir
7:30am •
First-Time Member Attendee Breakfast
Interlocken A
8:00am •
Show Us Your Stuff
8:00am •
Sponsor Break
10:15am •
Sponsor Break
3:10pm •
Sponsor Break
Interlocken AB Foyer
6:00pm •
Networking with Sponsors, Advisors & Drinks
Interlocken B
9:00am •
The Future of Financial Planning - What's in it for Them?
11:00am •
Big Insurance Theories
12:00pm •
Lunch & Learn with Sponsors - Managing Client Relationship Risks
1:30pm •
From Berkeley with Love: The True Science of Understanding Clients
4:00pm •
The State of Fiduciary Rules for Fee-Only Investment Advisers
5:00pm •
15 Ways to Grow Your Financial Planning Business in Every Economy
7:00pm •
Coach's Corner
Interlocken CD
12:00pm •
Lunch & Learn with Sponsors - Why All the Buzz about Reverse Mortgages
Saturday
, July 29
Interlocken A
8:00am •
Sponsor Break
8:00am •
Show Us Your Stuff
10:15am •
Sponsor Break
3:10pm •
Sponsor Break - Final
Interlocken B
9:00am •
Master Your Financial Planning World: 10 Executive Leadership Strategies to Improve Productivity, Profits, and Communications
11:00am •
Financial Planning for Parents Who Have a Child with Special Needs
12:00pm •
Lunch & Learn with Sponsors - Long Term Care Planning: Leveraging Your Client's Risk
1:30pm •
Retirement Income Showdown: Risk Premium vs. Risk Pooling
4:00pm •
How You Can Help Your Clients Cut Their College Costs
7:15pm •
Closing Night Celebration Dinner
Interlocken CD
11:00am •
What Goes into a Plan for the Later Years of Life?
12:00pm •
Lunch & Learn with Sponsors - Generational Trends in Divorce
4:00pm •
Virtual Practices: Web and Cloud Based Tools Every Financial Planning Firm Can Use
5:30pm •
Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement
Spruce
8:00am •
Time-Based Study Group Gathering
Sunday
, July 30
Pavilion
8:00am •
Networking over Coffee
8:30am •
Learning Together: Moderated Open Discussions
10:00am •
Closing Remarks
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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Fir
Interlocken A
Interlocken AB Foyer
Interlocken B
Interlocken CD
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Spruce
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Dates
Thursday
, July 27
Friday
, July 28
Saturday
, July 29
Sunday
, July 30
Venue
Fir
Interlocken A
Interlocken AB Foyer
Interlocken B
Interlocken CD
Pavilion
Pine
Spruce
Session Type
Concurrent General Session
General Session
Keynote
Lunch and Learn
Networking
Pre-Conference
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