Category Archive: Latest Happenings

Latest Happenings – Winter 2013

PrintFriendly and PDF

Hope everyone had a wonderful holiday season and start to the new year!   We continue to offer several educational webinars each month presented by leading financial planning experts and Garrett Planning Network members with specialized knowledge and service offerings. Check out the Knowledge Bank calendar for details on upcoming webinars, as well as Event …

Continue reading »

Share

Latest Happenings – Fall 2013

PrintFriendly and PDF

Fall is flying by here at the Garrett Planning Network. We have had a full October and have many great things planned for the rest of 2013.   We will be busy with several great webinars planned for November and December, a few of which will be presented by expert financial planners within our own …

Continue reading »

Share

Latest Happenings – Summer 2013

PrintFriendly and PDF

We just wrapped up the 13th Annual Garrett Retreat that occurred July 25-28, 2013 at the beautiful Sheraton Hotel at Crown Center in Kansas City, Missouri. Attendees enjoyed wonderful educational sessions, met some terrific sponsors as well as networked and socialized with fellow Garrett members. We are already looking forward to the 14th Annual Garrett …

Continue reading »

Share

2013 Garrett Retreat Conference Spotlight – Portfolio Design

PrintFriendly and PDF

Our 13th Annual Garrett Retreat Conference is fast-approaching and one of our main themes this year is investment portfolio design. Our goal is to help our Garrett Planning Network advisors become more efficient and effective at designing (and, if applicable, implementing and managing) client investment portfolios.   We are pleased that Dr. Craig Israelsen will …

Continue reading »

Share

Latest Happenings – Spring 2013

PrintFriendly and PDF

Spring has finally sprung! We are getting excited for the 13th Annual Garrett Retreat coming up July 25-28, 2013 in Kansas City, MO. This year’s Garrett Retreat will be held at the beautiful Sheraton Kansas City Hotel at Crown Center. As always the agenda will be packed full of educational sessions as well as plenty …

Continue reading »

Share

Latest Happenings – Winter 2013

PrintFriendly and PDF

Busy, busy, busy is what we are here at Garrett Planning. Not only have we added several new members to the Network recently, possibly due to our new fee schedule, but we have several exciting projects in the works and many other ongoing projects.   One project in the works is the Emerge Financial Wellness …

Continue reading »

Share

Older posts «