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Saturday, August 4 • 4:00pm - 5:15pm
Client Deliverables - What and How I Present Them

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Panelists will discuss what deliverables clients go home with and how they present them to clients.  An initial plan, an investment only plan and an annual review plan will be presented.  

Note: To get the most out of this session, be sure to stop by and check out the "Show Us Your Stuff" materials in the Sponsor Exhibit Hall before attending the presentation, since it will be gone soon after.

Moderators
avatar for Justin Nichols

Justin Nichols

Director of Operations, Garrett Planning Network
Justin Nichols, CFP® serves as Garrett Planning Network’s Director of Operations. He oversees the use of technology, systems and processes to effectively manage the internal operations of the Network. Nichols also works with prospective financial advisors who are interested in... Read More →

Speakers
avatar for Kent Grealish

Kent Grealish

Investment Advisor, Grealish Investment Counseling
45 years in the industry (30 as a stockbroker with Dean Witter/Morgan Stanley). CFP since 1978, Garrett Planning Network member since 2003. Garrett Investment Advisors since January 2014. US Navy Captain (retired). | Hourly rate Investment Planning only. No comprehensive planning... Read More →
avatar for Abby Morton

Abby Morton

Financial Planner, SagePath Financial Planning
Abby Turner Morton is the founder of SagePath Financial Planning, LLC (“SagePath”), a Fee-Only financial planning firm based in Bangor, Maine. Abby welcomes clients of all types to SagePath, regardless of age, assets, or level of financial expertise. As a member of the Garr... Read More →
avatar for Lisa Weil

Lisa Weil

Principal, CFP®, MBA, Clarity Northwest Wealth Management, LLC
Lisa Weil is a CERTIFIED FINANCIAL PLANNERTMand Principal of Clarity Northwest in Seattle, WA. She joined the Garrett Planning Network and founded her hourly financial planning practice in 2013.Lisa is a career changer with over 14 years’ experience in market strategy and business... Read More →


Saturday August 4, 2018 4:00pm - 5:15pm
Interlocken CD
  • CE Hours Available: 1.5 NAPFA, 1.5 Specialized Knowledge CPE

Attendees (50)