2026 Garrett Planning Network Retreat
Mastering the Art of Hourly Planning
July 30, 2026 - August 01, 2026  ·  Minneapolis, MN
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.

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
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
1:00 PM - 2:00 PM
1:00 PM - 2:00 PM
2:00 PM - 3:00 PM
2:00 PM - 3:00 PM
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
Presented by Paul Merriman
4:15 PM - 5:15 PM
4:15 PM - 5:15 PM
Presented by Jean Keener
5:30 PM - 6:30 PM
5:30 PM - 6:30 PM
After Class Socializing in the Exhibit Hall
6:30 PM
6:30 PM
6:30 PM - 8:30 PM
6:30 PM - 8:30 PM
8:00 AM - 8:45 AM
8:00 AM - 8:45 AM
8:45 AM - 9:45 AM
8:45 AM - 9:45 AM
10:15 AM - 11:15 AM
10:15 AM - 11:15 AM
Presented by Ben Henry Mooreland
11:30 AM - 12:30 PM
11:30 AM - 12:30 PM
1:00 PM - 2:00 PM
1:00 PM - 2:00 PM
2:00 PM - 3:00 PM
2:00 PM - 3:00 PM
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
4:00 PM - 5:00 PM
4:00 PM - 5:00 PM
Facilitated by Matteo Hoch
5:00 PM - 5:30 PM
5:00 PM - 5:30 PM
5:30 PM - 6:30 PM
5:30 PM - 6:30 PM
After Class Socializing in the Exhibit Hall
6:30 PM
6:30 PM
6:45 AM - 7:45 AM
6:45 AM - 7:45 AM
8:00 AM - 9:00 AM
8:00 AM - 9:00 AM
9:00 AM - 10:00 AM
10:15 AM - 11:15 AM
10:15 AM - 11:15 AM
Presented by Rick Ferri
11:30 AM - 12:30 PM
11:30 AM - 12:30 PM
Presented by Karmi Mattson
1:00 PM - 2:00 PM
1:00 PM - 2:00 PM
2:00 PM - 3:00 PM
2:00 PM - 3:00 PM
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
Presented by Matteo Hoch
Presented by Andi Wrenn
4:00 PM - 5:00 PM
4:00 PM - 5:00 PM
Facilitated by Stephen Lay with Panelists Kathy Hankard, Maura Madden and Chuck Clifton
5:15 PM - 6:30 PM
5:15 PM - 6:30 PM
6:30 PM - 8:30 PM
6:30 PM - 8:30 PM
8:30 PM
8:30 PM
10:00 PM
10:00 PM
Speakers
Director of Personal Finance and Retirement Planning
Morningstar, Inc.
Author, Podcast Host, and Financial Educator
The Merriman Financial Education Foundation
Financial Advisor, Founder
Freelance Financial Planning
Investment Analyst, Advisor and Author
Ferri Investment Solutions
Financial Advisor
Assistant Vice President, Regional Outreach and Public Programs
Federal Reserve Bank of Minneapolis
Personal Finance Expert, Financial Wellness Speaker and Creator of the MeMoney™ Method
Behavioral Change Coach
Financial Behavior Keynote Group
Financial Advisor for Do-It-Yourself Investors
Bird Spring Financial
Financial Advisor and Registered Life Planner
Knight Investment Planning
Principal, Owner
Keener Financial Planning
Financial Advisor, Founder
AdviceOnly
Financial Advisor
Curtain Wealth Planning
Financial Advisor, Founder
Red Kennedy Financial
Managing Director
Garrett Planning Network
Financial Advisor
Feminist Financial Planning
Principal Financial Planner
Sycamore Financial Planning
Financial Advisor
Fiscal Fitness

No records found.

LOCATION
Minneapolis, MN
Location: Minneapolis, MN
Sponsors
Platinum
Gold
Silver
Bronze
Exhibitors
ATTENDEES

A total of 36 people have registered so far. The following 36 have opted to share their information.

Alan Kneale
Alexis Hongamen
Charlie Bolognino
Cheryl Ober
Christina Empedocles
Christopher Bahnsen
Chuck Clifton
Danqin Fang
David Barnett
David Sterman
Deirdre Hegarty
Diane Esser
Elizabeth Weil
george guttman
Glenda Moehlenpah
Gordon Achtermann
Igor Aronov
Jean Keener
Jim Livingston
JJ Breeden
Kathy Hankard
Katy Cook
Lei Deng
Linda Grizely
Matteo Hoch
Michael Morton
Mike Kelly
Rachael Smith
Red Holzbach
Robbie Schoonmaker
Scott Cole
Scott Gutman
Steven Fox
Susan Schreiner
Tamana Rajwani
Thomas Nowak

No records found.