Garrett Annual Retreat

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Garrett Annual Retreat

Each year the Garrett Planning Network hosts its annual conference for all Garrett advisors. The 14th annual retreat will take place July 31st- August 3rd in St. Louis, MO at the Sheraton Westport Chalet Hotel in the Westport Plaza area of St. Louis

In addition to an education packed agenda, this year’s retreat will include pre-retreat workshops, plenty of time to network with fellow members and our loyal Garrett sponsors, and social events. Click here to view last year’s agenda.

Please contact Justin Nichols with any questions:


Phone: 913-268-1500 Ext. 101

Following are comments that Garrett members have shared regarding past retreats.

“It is
buz_livingstonthe one conference I make sure I attend every year.”

 Buz Livingston, CFP®

Santa Rosa Beach, FL

Garrett Member Since 2003


david_mcpherson“The annual Garrett retreat is one of the professional highlights of my year. The chance to connect and learn from colleagues and friends from around the country is invaluable.”

David McPherson, CFP®

Falmouth, MA

Garrett Member Since 2006


steve_ellisor“Being a new member, I was made to feel welcome upon arrival and more importantly, made to feel like I was a vital part of the Network. It made me glad to be a member.”

Steve Ellisor, CFP®

McLean, VA

Garrett Member Since 2010


tom_Nowak“Attending is one of the best investments you can make in yourself and your business. A five star event.”

Tom Nowak, CFP®

Grayslake, IL

Garrett Member Since 2004


louise_Schroeder“I’ve attended every retreat because I always get so much out of them and this is a great opportunity to network with GPN members, vendors, and speakers. No where else do I find speakers who are “tuned in” to what we do and how we do it, or the opportunity to talk to them directly and they are actually interested in our questions and inquiries. This is the most “personal” opportunity to learn more about financial planning and managing a practice. I have found no better group of people to be with – everyone cares about everyone else and is so helpful and interested.”

Louise Schroeder, CFP®

Stillwater, OK

Garrett Member Since 2001

Learning Objectives: Learn ways to build and sustain a successful Fee-Only, hourly-based financial planning practice focused on meeting the needs of Middle Americans and do-it-yourselfers seeking advice on a periodic or ongoing basis. All of these sessions are group live and are of the overview level. No advance preparation or prerequisites required. Register for these sessions by completing your Retreat registration form, which you may find this form posted on the Garrett Knowledge Bank. No fees will be charged for CPE programs offered so no refunds will be issued. For more information regarding administrative policies such as complaint resolution, please call (877) 510-1500.NASBA Continuing Education Credits 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Web site: