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Mary Macdonald
Personal Path Financial Planning
Founder
Wednesday
, August 1
3:00pm MDT
The Current State of Retirement Planning - An Advanced Retirement Planning Update (Part 1)
Spruce
Randy Gardner
Thursday
, August 2
8:00am MDT
The Current State of Retirement Planning - An Advanced Retirement Planning Update (Part 2)
Pine
Randy Gardner
2:00pm MDT
MoneyGuidePro Pre-Conference Workshop G5: Sneak Peek
Pine
Kyle Foust
4:00pm MDT
Sponsor Meet & Greet
Interlocken A
5:00pm MDT
Welcome Reception
Pavilion
sheryl
Friday
, August 3
9:00am MDT
Visionaries Are Made Not Born
Interlocken B
Lloyd Shefsky
11:00am MDT
An Advisor’s Guide to Insurance Underwriting
Interlocken B
Jerry Skapyak JR., LUTCF • Jill MacNeil
Saturday
, August 4
7:30am MDT
Time-Based Study Group Gathering
Fir
9:00am MDT
This is the Year I Put My Financial Life in Order
Interlocken B
John Schwartz
11:00am MDT
Advice-Only Practice - Create Revenue from Existing Clients
Interlocken B
Bob Morrison • Shawn Koch • Glenda Moehlenpah • Anna Sergunina
12:00pm MDT
Lunch & Learn with Sponsors - VERALYTIC RESEARCH Protecting Clients from Unscrupulous Life Insurance Industry Practices
Interlocken CD
John Ryan
1:30pm MDT
How to Clone Ourselves: Gaining Efficiency to Generate and Handle Increased Business
Interlocken B
Barbara Grealish • Charlie Bolognino, ChFC, CFP® • Jerry Davis • Andy Tilp
3:15pm MDT
Sponsor Break - Final
Interlocken A
4:00pm MDT
Client Deliverables - What and How I Present Them
Interlocken CD
Justin Nichols, CFP® • Kent Grealish • Abby Morton • Lisa Weil
5:30pm MDT
Networking Over Cocktails
Interlocken AB Foyer
6:30pm MDT
Closing Night Celebration Dinner
Interlocken B
Timezone
Garrett Retreat 18
America/Denver
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Garrett Retreat 18
Aug 1
-
5, 2018
Wednesday
, August 1
Thursday
, August 2
Friday
, August 3
Saturday
, August 4
Sunday
, August 5
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Broomfield, CO, United States
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Aspen
Fir
Interlocken A
Interlocken AB Foyer
Interlocken B
Interlocken CD
Pavilion
Pine
Spruce
Village Tavern
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Jamie Breeden
Kevin Martin
Mitchell Hockenbury
Louis Barajas
Dori Thomas
RJ
Robert Jones
Cheryl Ober
ER
Eric Rabbanian
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