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Garrett Retreat 16

1:00pm MDT

Registration & Check-In Interlocken AB Foyer

2:00pm MDT

Money Tree Pre-Conference Training AlderMark Snodgrass

3:00pm MDT

MoneyGuidePro Pre-Conference FirMike Sigmon

4:00pm MDT

MAB Mixer with 'First-Timers' Pavilion Show Us Your Stuff Interlocken A

5:00pm MDT

Welcome Reception Pavilionsheryl • Arlene Moss

7:00am MDT

Show Us Your Stuff Interlocken A

7:30am MDT

First-Time Member Attendee Breakfast Spruce

8:00am MDT

Sponsor Break Interlocken A

9:00am MDT

What the Liberal Arts Have to Teach Us about Finance Interlocken BWilliam Bernstein

10:20am MDT

Sponsor Break Interlocken A

11:00am MDT

Sponsor GEMS (Garrett Educational Mini Sessions) Interlocken BBrian Gordon • Mary Harris-King • Jill MacNeil • Mike Podgajny • Michael Riley

12:00pm MDT

Lunch & Learn with Sponsors - Improving Client Relationships by Protecting Clients’ Assets and Avoiding Sources of Lawsuits Interlocken CDTrent Williams Lunch & Learn with Sponsors - Wise Advice About Income Security & Wealth Preservation (to take clients from 20s into retirement) Interlocken BJerry Skapyak JR., LUTCF • Jill MacNeil

1:30pm MDT

Behavioral Finance: Psychology and Economics in Investing Interlocken BAllan Roth

3:15pm MDT

Sponsor Break Interlocken A

4:00pm MDT

Multi-Professional Firm Panel Interlocken CDJustin Nichols, CFP® • Michael Goldman • Jean Keener • Thomas Conway, JD, CFP®, CIMA®, AIF®, CRC®, RICP® Solo-Practitioner Firm Panel Interlocken BMary Lacey Gibson • Russ Jones, CFP® • Tom Nowak, CFP® • Shawn Koch

6:00pm MDT

Networking with Sponsors, Advisors & Drinks Interlocken AB Foyer

6:30am MDT

Fun Run / Walk Pavilion

7:00am MDT

Show Us Your Stuff Interlocken A

8:00am MDT

Sponsor Break Interlocken A Time-Based Study Group Gathering Fir

9:00am MDT

Reverse Mortgages in Retirement Income Planning Interlocken BAIFA® • CFP® • Ph.D. • John Salter

10:15am MDT

Sponsor Break Interlocken A

10:50am MDT

Sponsor GEMS (Garrett Educational Mini Sessions) Interlocken BDanielle Burns • Mark Desiderio • Thomas Duffany • Kirk Hoewisch • Miriam Lawrence • Mike Sakraida

12:00pm MDT

Lunch & Learn with Sponsors - Current Compliance Topics for RIA Firms Interlocken BMary Harris-King • Paul King Lunch & Learn with Sponsors - The Affluent Investor and Vanguard Advisor Support Interlocken CDTodd Swenson

1:30pm MDT

Collaborative Financial Planning Interlocken CDCFP® • Dylan Ross Planning for Costs Related to Caregiving Interlocken BCFP® • Louise Schroeder

3:10pm MDT

Sponsor Break - Final Interlocken A

4:00pm MDT

For Better or Worse Interlocken CDAIF® • CDFA™ • CFP® • Bonnie Ashby Sewell What's Heating Up Besides the Planet? The Connection Between Being a Fiduciary and SRI Interlocken BJim Frazin • Paul Herman • John Roberts • Mike Sakraida

5:30pm MDT

Fiduciary Best Practices for Registered Investment Adviser Owners Interlocken BAIFA®   • Kathleen (Kate) McBride

7:00pm MDT

Closing Night Celebration Dinner Interlocken A

8:00am MDT

Networking over Coffee Pavilion

8:30am MDT

Sharing the Wisdom - Best Tips Pavilion

10:00am MDT

Closing Remarks Pavilionsheryl