Advancing Knowledge in Financial Planning
The Garrett Planning Network Retreat is a gathering built around community, collaboration, and a shared commitment to high-quality, fee-only financial planning. GPN members specialize in hourly or project-based planning, and the Retreat offers practical guidance for those growing or refining a time-based practice. Attendees can expect sessions on practice management, client engagement, scaling an hourly practice, and technical topics. Beyond traditional presentations, the Retreat features interactive moderated discussions that provide real-time insights from peers who understand the day-to-day realities of delivering objective, client-focused advice. There is also dedicated time to connect with peers, exchange ideas, and tap into the collective wisdom of the community.
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