Garrett Retreat 18: Full Schedule

11:00am MDT

An Advisor’s Guide to Insurance Underwriting

Once an insurance application is completed, the following step is underwriting. During this process, the insurance company is assessing the amount of risk on the applicant. Since not all insurance solutions follow the same underwriting guidelines, LLIS's "Doctors of Underwriting" will guide advisors through common scenarios for life insurance, disability insurance, long-term care, short term care, annuities, and hybrids. The "doctors" will compare the importance of asking in-depth family and medical history questions to quick quote engines. And most importantly, covering the changes in industry standards.

Sponsors

Jerry Skapyak JR., LUTCF

Advisor Services; Annuity/Hybrid Specialist, LLIS, Inc.

When fee-only advisors want an expert at retirement funding risk management solutions, Jerry is the one they turn to. That’s why LLIS brought his family and him to sunny Florida in 2008. Jerry spent a number of years climbing the ranks of two top-rated insurance companies, Zurich... Read More →

Jill MacNeil

Advisor Services: Long Term Care Specialist, LLIS

Jill’s competitive by nature, and is up for a challenge any day.As part of LLIS’s Advisor Services team, Jill is the Long Term Care Insurance point person. She handles all variable case management for our clients, including life and annuities. Finding the right products for clients... Read More →

Friday August 3, 2018 11:00am - 11:50am MDT
Interlocken B

General Session

CE Hours Available: 1.0 NAPFA, 1.0 Specialized Knowledge CPE, 1.0 CFP® Certification

1:30pm MDT

Ways to Scale Your Practice

Your practice is growing and you need to expand or change your methods to meet the growing demands for your services while keeping the quality of your work where your clients expect it. This panel will discuss:

How do you start?
What decisions must be made first?
Where and when do you invest in people, systems, technology, processes, marketing?
Is it best to outsource or hire?

Moderators

Brooke Salvini

Principal, Salvini Financial Planning

Speakers

Louis Barajas

CEO, Wealth Management LAB

Louis Barajas, MBA, CFP, EA has been a Fee-Only Wealth & Business Manager for 27 years catering specifically to underserved Latinos in Los Angeles and Latin Celebrities in Los Angeles and Miami. In those 27 years Louis has rebuilt his firm 3 times. In his most recent business... Read More →

Chuck Clifton

Sr. Financial Planner & Founder, Sycamore Financial Planning, LLC

Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC. Chuck has been a part of the financial services industry since 2008... Read More →

Jean Keener

President, Keener Financial Planning

Jean Keener has been a member of the Garrett Planning Network since 2008 when she started as a career changing solo practitioner. She now leads a team of 7 who served about 260 households last year. The firm works with clients on both an as-needed project basis and ongoing retainer... Read More →

David McPherson

Principal, Four Ponds Financial Planning LLC

David McPherson founded Four Ponds Financial Planning in 2007 to provide sound, objective financial advice to clients looking for help with their investments, retirement planning and other money-related needs.As a financial planner, he strives to treat all clients with respect and... Read More →

Friday August 3, 2018 1:30pm - 3:10pm MDT
Interlocken B

General Session, Panel

CE Hours Available: 2.0 NAPFA, 2.0 Business Management & Organization CPE

4:00pm MDT

Estate Planning is Not a Solo Event. It's a Team Effort

With the recent changes to our tax code and the increasing growth of our digital estate, how do we address our clients' needs for a comprehensive estate plan? How do we help our clients, at whatever age, understand the critical issues they face and why it is essential for our clients to have a relationship with an estate planning attorney? How do we, as their trusted advisor, foster that connection? How can we help clients understand what the estate planner has done, what it means and get to implementation?

Speakers

Leslie Daff

Estate Planning Attorney, Estate Plan, Inc.

Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law, a designation earned by fewer than 100 of the 15,000 licensed attorneys in the county. She is also certified as an Estate Planning Law Specialist and has been designated... Read More →

Friday August 3, 2018 4:00pm - 4:50pm MDT
Interlocken B

General Session

CE Hours Available: 1.0 NAPFA, 1.0 Specialized Knowledge CPE, 1.0 CFP® Certification

5:00pm MDT

Tax Changes and Strategies: After Reform and Into Practice

The historic Tax Cuts and Jobs Act of 2017, signed into law in December, affects almost every taxpaying individual and business, and calls for lowering the individual and corporate tax rates, repealing the ACA’s shared responsibility requirement, enhancing the child tax credit, and more. Randy will discuss the tax changes and share tools and information needed to successfully navigate the new laws.

Speakers

Randy Gardner

Financial Advisor and Estate Planning Attorney, Garrett Planning Network

Randy Gardner, J.D., LL.M., CFP®, MBA, CPA is the founder of Goals Gap Planning LLC, and a former award-winning professor and CFP® Program Director at the University of Missouri. A frequent columnist for the Journal of Financial Planning, Gardner is co-author of the books, 101... Read More →

Friday August 3, 2018 5:00pm - 6:00pm MDT
Interlocken B

General Session

CE Hours Available: 1.0 NAPFA, 1.0 Taxes, 1.0 CFP® Certification

11:00am MDT

Advice-Only Practice - Create Revenue from Existing Clients

Explore how ongoing billing can be built into an advice-only practice. The panel will discuss what techniques advisors can use to make this happen.

Moderators

Bob Morrison

President, Downing Street Wealth Mgt LLC

Bob Morrison CPA, CFP is the principal of Downing Street Wealth Mgt LLC in Denver Colorado. Bob opened Downing Street in 2010. Bob is a Member of the Garrett Planning Network, NAPFA, and the AICPA. He is currently the West Area Board President for NAPFA and he helped organize the... Read More →

Speakers

Shawn Koch

Principal, Koch Financial Partners, LLC

Shawn Koch, JD is the principal of Koch Financial Partners, LLC (KFP). Shawn practiced law for 8 years, and worked with retirement plans for 10 years. She managed the corporate employee benefit programs at two manufacturing firms prior to becoming a CERTIFIED FINANCIAL PLANNER... Read More →

Glenda Moehlenpah

Financial Advisor, Financial Bridges

Glenda is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Public Accountant (CPA), licensed in Missouri and California. She offers hourly only services and specializes in retirement planning, stock options, tax planning and preparation, and debt management. Glenda... Read More →

Anna Sergunina

CEO, MainStreet Financial Planning, Inc

Anna Sergunina is a Certified Financial Planner, President & CEO at MainStreet Financial Planning, Inc, nation’s largest fee-only, hourly/project based financial planning business, with 6 offices in 5 different states.With a mission to help private clients thru one-on-one work and... Read More →

Saturday August 4, 2018 11:00am - 11:50am MDT
Interlocken B

General Session, Panel

CE Hours Available: 1.0 NAPFA, 1.0 Management Services CPE

1:30pm MDT

How to Clone Ourselves: Gaining Efficiency to Generate and Handle Increased Business

Have you found yourself wishing you could clone yourself to meet the demand for hourly or project-based planning? Do you reinvent the wheel with many clients? In this session, we will hear from members who have cracked the efficiency code by outsourcing or hiring as a form of cloning, and who have successfully implemented repeatable processes, checklists, and templates to free up more of their time and create an opportunity for increased revenue.

Moderators

Barbara Grealish

Virtual Office/Operations Manager

Barb Grealish provides virtual office management and consulting for the niche market of fee-only CFP’s, mental health practitioners and early-stage tech startups. She is a career Office/Operations Manager for solo and small group firms, following in the footsteps of her Office... Read More →

Speakers

Charlie Bolognino, ChFC, CFP®

President & Financial Planner, Side-by-Side Financial Planning, LLC

Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC. He specializes in helping emerging and growing households figure out their money, often working remotely or in person in Plymouth, MN (main office), Rochester, MN, or Bentonville... Read More →

Jerry Davis

CEO, Jerry J. Davis CPA PC

Jerry Davis, CPA/PFS is the founder and principal of Jerry J Davis CPA PC a Registered Investment Advisory firm located in Gresham, Oregon. In addition to providing traditional CPA services such as tax preparation and planning, financial statement preparation and business consulting... Read More →

Andy Tilp

President, Trillium Valley Financial Planning, LLC

Andy comes to the financial world with a wide range of education including a BS in Electrical Engineering and a MS in Computer Science, as well as getting his CFP education through the University of Portland. He started his solo practice in 2009 and joined GPN and NAPFA at the same... Read More →

Saturday August 4, 2018 1:30pm - 3:10pm MDT
Interlocken B

General Session, Panel

CE Hours Available: 2.0 NAPFA, 2.0 Management Services CPE

4:00pm MDT

Client Deliverables - What and How I Present Them

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

Justin Nichols, CFP®

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

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 →

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 →

Lisa Weil

Principal, Clarity Northwest

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 MDT
Interlocken CD

General Session, Panel

CE Hours Available: 1.5 NAPFA, 1.5 Specialized Knowledge CPE

8:30am MDT

Conversation Continues Roundtable Discussions

We are going to finish up Retreat by having a set of different round table discussions. Topics will include Ways to Scale Your Practice, Client Deliverables, Efficiency to Generate and Handle Increased Business. Other topics are welcome, stop by the Registration Table to make suggestions.

Sunday August 5, 2018 8:30am - 10:00am MDT
Pavilion

General Session

10:00am MDT

Closing Remarks

Speakers

sheryl

Founder, Garrett Planning Network, Inc.

Sheryl Garrett, CFP®, AIF®, founder of the Garrett Planning Network, has been dubbed “The All-American Planner,” because of her zealous mission to “help make competent, objective financial advice accessible to all people.”She has been recognized six times by Investment Advisor... Read More →

Sunday August 5, 2018 10:00am - 10:30am MDT
Pavilion

General Session