18th Annual Garrett Planning Network Retreat

The Garrett Planning Network will be celebrating its 18th Annual Retreat, August 2-5, 2018, at the beautiful Omni Interlocken Hotel, located just outside of Denver. Every year we gather together to discuss practice management, attend skills workshops, obtain continuing education, recognize achievements, and to socialize with fellow members, coaches, staff, and special guests. Retreat is frequently cited by members as one of the greatest benefits of membership.

All Retreat sessions are Group-Live and are of the intermediate level. No advance preparation required. Prerequisites include having a background in financial planning and working for, or owning, a Fee-Only practice.

Objectives: Sessions will focus on how to build and sustain a Fee-Only, accessible financial planning practice focused on meeting the needs of its clients. Many of the sessions will provide education in specialized planning topics.

There will be 30.5 hours of CPE available at the conference. Due to concurrent sessions, conference participants can earn up to 25.5 hours of CPE credit in the following fields of study: 2.0 Computer Software & Applications, 1.5 Personal Development, 1.0 Information Technology, 1.0 Taxes - Techhnical, 2.0 Management Services, 2.0 Business Management & Organization, TBD Specialized Knowledge, TBD Other Categories. NAPFA and CFP® continuing education credits are also available.

Conference Policies: Conference attendance and continuing education is included as a Garrett member benefit so no fees will be charged for CPE programs offered and no refunds will be necessary. For more information regarding administrative policies such as concern resolution, please call (913) 268-1500.

The Garrett Planning Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.