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Founder’s Message

We are really ringing in this New Year and – in a way – our second decade with some wonderful additions and enhancements at the Garrett Planning Network. In a sense, it is a launch of our second decade even though our anniversary was in the summer of 2010.

Upcoming Events for Members

Is part of your New Year’s resolution to become more organized, more productive or enhance your profitability? If so you’ll want to attend this very special New Year’s productivity webinar series. There will be 4 webinars led by Garrett Productivity Coach, Cynthia Kyriazis.

Other Important Dates

Benefits of Garrett Membership, Virtual Meetings - Offered bi-monthly. Hosted by Sheryl Garrett and Justin Nichols. Prospective members: This webinar will answer your most pressing questions.

Posted in Member Spotlight:

Member Spotlight – Derek Kennedy, CFP®

“The ability to go to my fellow Network members to get feedback on specific and often technical planning questions...is really helpful.”

Posted in Member Spotlight:

Member Spotlight – Michele Clark, CFP®, CRPC®

“I am so amazed and grateful at how giving our entire group is. We all want the other members to be successful so that this model of providing advice prospers.”

Posted in Prospective Advisors:

Garrett Investment Advisors, LLC Fee-Only SEC Registered Investment Advisor Firm

We are very excited about our newest offering for members of the Garrett Planning Network, Garrett Investment Advisors, LLC, a new Fee-Only SEC registered investment advisor firm.

Posted in Garrett Knowledge Bank:

Hot Topics on the Knowledge Bank

Central Desktop will allow Garrett members to better connect, communicate and share information. Following are some of its features and upgrades we are looking forward to...

Posted in Latest Happenings:

Latest Happenings

It has been a great year here at the Garrett Planning Network and we look forward to an even better year in 2012.

Posted in Marketing Minute:

Creating Your Brand and Building a Strong Online Presence – Part One

For independent financial planners – and Garrett Planning Network members – it’s important to break away from anachronistic marketing messages...

Posted in Compliance:

SEC Amends Net Worth Standard for Accredited Investors

Certain private placements and limited offerings may be made without registration, and without requiring specified disclosures...

Posted in Business Planning:

Promises to Keep

This year I have decided not to set resolutions...I will make promises. While resolutions sometimes quickly fall by the wayside, I go to extremes to keep promises.