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Next Steps

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Next Steps

After reviewing our Features and Benefits, to learn more, please view our “A Taste of the Garrett Planning Network Knowledge Bank” short video and attend a virtual meeting with Sheryl Garrett and Justin Nichols.

“A Taste of the Garrett Planning Network Knowledge Bank” is a short video that demonstrates the resources and support we provide our Garrett advisors via our private intranet, the Garrett Knowledge Bank. To access the short video, please click here. Also, as a special bonus, we will give you the opportunity to download a complimentary PDF version of the Introduction to Garrett’s Guide to Financial Planning, 2nd Edition, Sheryl Garrett’s book for advisors about “How to capture the middle market and increase your profits.”

The virtual meeting with Sheryl Garrett and Justin Nichols consists of a 30-minute tour of our private intranet, the Garrett Knowledge Bank, followed by a 30-minute Q&A session to get your questions answered. We hold weekly virtual meetings every Wednesday, at 12:00pm CT.

Pre-registration is required so please click here to reserve your space.

Note: Our virtual meetings are regularly scheduled during normal business hours. If you have special circumstances that do not allow you to participate during normal business hours, please let us know. We would be happy to schedule a special “off hours” virtual meeting upon request.

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