Welcome Session

Presented by Rachael Lord, Chuck Clifton, Red Holzbach, and Jean Keener

9:00 AM - 10:00 AMThu

Speakers

Chuck Clifton

Principal Financial Planner

Sycamore Financial Planning

Jean Keener

Principal, Owner

Keener Financial Planning

Red Holzbach

Financial Advisor, Founder

Red Kennedy Financial

Rachael Lord

Managing Director

Garrett Planning Network

Join us for a great Retreat Kickoff, including: -Welcome and Years at Retreat Tradition -State of the Network -Strategic Planning Updates and Status -Retreat Logistics, Committee Member Recognition, Platinum Sponsor Recognition