Overview
CE Credit and Handouts
Click here to view the list of sessions eligible for CFP® CE credit, along with the status of available slides and handouts. All sessions qualify for NAPFA CE credit.

Event At-A-Glance
Dates: Main Event Thursday, July 30, 2026– Saturday, August 1, 2026. | Pre-Retreat Welcome Reception: Wednesday, July 29, 2026.
All-Star Speaker Lineup: Gain insights from industry leaders throughout the event with each day carefully curated to maximize your experience.
- Kickoff: Welcome Reception on Wednesday, July 29, from 5:00-7:00 pm. 
- Main Event: Full programming begins Thursday morning with breakfast at 8:30 am followed by the Welcome Session starting at 9:00 am.
- Grand Finale: The retreat concludes on Saturday with our Celebration Dinner that evening.
- Travel Tip: We recommend booking your departure for Sunday, August 2, so you don't miss a minute of the Saturday night festivities. Reserve Your Hotel Room here.
Join us for an event full of learning, networking, and a bit of relaxation at The Lofton Hotel. Whether you're a seasoned professional or just starting out in the industry, this in-person retreat is perfect for anyone looking to connect with like-minded individuals and expand their knowledge. Don't miss out on this opportunity to grow your skills and have a great time!
Agenda
8:00 AM
8:00 AM
Event Start
8:30 AM - 9:00 AM
8:30 AM - 9:00 AM
Welcome Breakfast
9:00 AM - 10:00 AM
9:00 AM - 10:00 AM
Presented by Rachael Lord, Chuck Clifton, Red Holzbach, and Jean Keener
10:15 AM - 11:15 AM
10:15 AM - 11:15 AM
Presented by Christine Benz
11:30 AM - 12:30 PM
11:30 AM - 12:30 PM
Facilitated by Michael Knight with Panelists Danqin Fang, Robbie Schoonmaker and Mike Morton
1:00 PM - 2:00 PM
1:00 PM - 2:00 PM
Lunch & Conversation Pods
2:00 PM - 3:00 PM
2:00 PM - 3:00 PM
Break with Sponsors
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
Presented by Paul Merriman
4:15 PM - 5:15 PM
5:30 PM - 6:30 PM
5:30 PM - 6:30 PM
Networking over Cocktails
After Class Socializing in the Exhibit Hall
6:30 PM
6:30 PM
Dinner on Your Own
Hospitality Suite Hangout
7:00 AM - 8:00 AM
7:00 AM - 8:00 AM
8:00 AM - 8:45 AM
8:00 AM - 8:45 AM
Coffee in the Exhibit Hall
8:45 AM - 9:45 AM
10:15 AM - 11:15 AM
11:30 AM - 12:30 PM
Presented by Red Holzbach
12:45 PM - 1:45 PM
12:45 PM - 1:45 PM
Presented by Eileen Freiburger
Facilitated by Maura Madden with Panelists Allan Slider, Alexis Hongamen and James Hargrave
2:00 PM - 3:00 PM
2:00 PM - 3:00 PM
Sponsored by LLIS
Sponsored by Moneytree Software
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
Break with Sponsors
4:00 PM - 5:00 PM
4:00 PM - 5:00 PM
Facilitated by Matteo Hoch with Panelists Christina Empedocles, Tracy St. John and Al Faber
5:00 PM - 5:30 PM
5:00 PM - 5:30 PM
How I Use It
5:30 PM - 6:30 PM
5:30 PM - 6:30 PM
Networking over Cocktails
After Class Socializing in the Exhibit Hall
6:30 PM
6:30 PM
Dinner On Your Own
Hospitality Suite Hangout
6:30 PM - 8:30 PM
6:30 PM - 8:30 PM
GPN Alliance Member Meeting
7:00 AM - 7:45 AM
7:00 AM - 7:45 AM
Fun Run / Walk
8:00 AM - 9:00 AM
8:00 AM - 9:00 AM
Coffee in the Exhibit Hall
9:00 AM - 10:00 AM
9:00 AM - 10:00 AM
Presented by Linda Grizely
Presented by Steven Fox
10:15 AM - 11:15 AM
11:30 AM - 12:30 PM
1:00 PM - 2:00 PM
Presented by David Bromelkamp
2:00 PM - 3:00 PM
2:00 PM - 3:00 PM
Final Break with Sponsors
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
Presented by Matteo Hoch
Presented by Andi Wrenn
4:15 PM - 5:15 PM
4:15 PM - 5:15 PM
Facilitated by Stephen Lay with Panelists Kathy Hankard, Chuck Clifton and Sean Link
5:15 PM - 6:30 PM
5:15 PM - 6:30 PM
Cocktails & Conversations
6:30 PM - 8:30 PM
6:30 PM - 8:30 PM
Closing Night Celebration Dinner
8:30 PM
8:30 PM
Hospitality Suite Hangout
10:00 PM
10:00 PM
Event End
Speakers
Author, Podcast Host, and Financial Educator
The Merriman Financial Education Foundation
Assistant Vice President, Regional Outreach and Public Programs
Federal Reserve Bank of Minneapolis
Personal Finance Expert, Financial Wellness Speaker and Creator of the MeMoneyâ„¢ Method
Regional Director and Vice President, Global Client Group (GCG)
Dimensional Fund Advisors
No records found.
ATTENDEES
A total of 104 people have registered so far. The following 104 have opted to share their information.
Abby Kovach
Abhinav Padhy
Adam Warren
Al Faber
Al Lorenzi
Alan Kneale
Alexis Hongamen
Allan Slider
Andi Wrenn
Anna Brewer
Ben Henry-Moreland
Beth Agnello
Beth Lundberg
Brad Uhl
Brian Gordon
Broc Buckles
Charlie Bolognino
Cheryl Ober
Christina Empedocles
Christina Ferrer
Christine Benz
Christopher Bahnsen
Chuck Clifton
Danqin Fang
David Barnett
David Bromelkamp
David Lewis
David McPherson
David Sterman
Deirdre Hegarty
Diane Esser
Dylan Bassham
Eileen Freiburger
Elizabeth Weil
Eric Rabbanian
Eunsoo Chung
George Guttman
George Paul
Gerald Laurain
Glenda Moehlenpah
Gordon Achtermann
Hayden Ess
Igor Aronov
Jacob Sander
Jake Adams
James Hargrave
Jamie Breeden
Jean Keener
Jeff Kostis
Jerry Skapyak
Jim Livingston
Joel Hefner
Johnny Richards
Kacie Jason
Karmi Mattson
Kathy Hankard
Katy Cook
Lance Alston
Leah Haggard
Lei Deng
Linda Grizely
Liz Frazier Peck
Lorna Magill
Lucas Hart
Mason Laurence
Matt Garrett
Matteo Hoch
Matthew Etzler
Maura Madden
Michael Knight
Michael Morton
Mike Kelly
Miriam Lawrence
Paul Merriman
Peter Ciravolo
Quintin Smith
Rachael Lord
Rachael Smith
Red Holzbach
Rick Ferri
Robbie Schoonmaker
Samanda Morales
Samuel Pond
Scott Cole
Scott Gutman
Scott Jensen
Sean Link
Sharmon Tourjee
Stacy St John
Stephen Lay
Sterling Gray
Steve Gordon
Steve Highsmith
Steven Fox
Sydney Harrington
Tamana Rajwani
Tammy Williams
Thomas Nowak
Tim Massie
Tom Belding
Tom Fredrickson
Tracy St John
Victor Yates
Zach Lundak
No records found.