Michele Clark
Clark Hourly Financial Planning - Chesterfield, MO Advisor
1415 Elbridge Payne Road, Suite 255
Chesterfield, MO 63017 USA
Work 636.264.0732
+ Add to Contacts

Garrett Planning Network Retreat

August 31st, 2012

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.

Related Posts:

Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Clark Hourly Financial Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

Chesterfield, MO Financial Planning

© Clark Hourly Financial Planning, LLC – All Rights Reserved.
powered by AD