Each year the Garrett Planning Network hosts its annual conference for all Garrett advisors. The 13th annual retreat will take place in Kansas City, MO at the Sheraton Kansas City Hotel at Crown Center. Located in the southern part of downtown, the Sheraton is connected by an enclosed walkway to Crown Center, which comprises dozens of shops, restaurants, theaters and businesses. It’s also home to the headquarters of Hallmark Cards, as well as Kaleidoscope, Hallmark’s creative workshop for children. Numerous restaurants are also within walking distance.
In addition to an education packed agenda, this year’s retreat will include pre-retreat workshops by MoneyGuidePro and Money Tree, plenty of time to network with fellow members and our loyal Garrett sponsors, and social events such as the option to attend a Kansas City Royals game as well as a fabulous evening experience with some internationally famous food and beverages. The Fun Run/Walk for Financial Literacy is also coming back due to popular request. Click here to view the 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.
Buz Livingston, CFP®
Santa Rosa Beach, FL
Garrett Member Since 2003
Garrett Member Since 2009
David McPherson, CFP®
Garrett Member Since 2006
Steve Ellisor, CFP®
Garrett Member Since 2010
Tom Nowak, CFP®
Garrett Member Since 2004
“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: www.nasba.org.