Garrett Planning Network Retreat

The Garrett Planning Network 12th Annual Retreat was recently held in Denver Colorado.   I am a member of the Garrett Planning Network.  It is a group of about 300 financial planners that offer financial planning on an hourly basis, each member owns their own firm.  I have written about the Garrett Planning Network before.

I attended the conference and earned continuing education credits by going to various educational programs, which I need so that I can keep my designations and licenses such as:

  • CERTIFIED FINANCIAL PLANNER
  • CHARTERED RETIREMENT PLANNING COUNSELOR
  • NAPFA Registered Financial Advisor

During the four day conference I attended various educational programs such as:

  • Factors That Have the Biggest Impact On Your Client’s Long Term Financial Plan
  • Understanding Longevity
  • Paying for College
  • Curing Social “In-Security” Part 1 and 2

Kent Smetters, PhD, the Boettner Chair Professor, at the Wharton School, at the University of Pennsylvania, and former Deputy Assistant Secretary for Economic Policy of the United States Treasury, gave the Keynote address. Dr Smetters provided comments on the impact of using one model portfolio for all of a client’s investment goals vs. individual goal-based asset-liability matching.

Throughout the year, the Garrett Planning Network, has three or four conference calls each month.  One of the most beneficial outcomes of my annual trip to this retreat , is getting together with this group in person.  They are a terrific group of professional financial planners who, like me, work with clients on an hourly basis.  We share ideas and act as a resource for each other all year, so it is so nice to get together once a year and see each other.

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