Pre-Conference Schedule
Seven Stages of Money Maturity Workshop with Kinder Institute

Wednesday & Thursday, August 5 & 6, 2009
8:00 am – 5:00 pm each day
Millcreek

Kinder InstituteThe Seven Stages of Money Maturity® Workshop will help you better understand clients’ psychological and ethical relationships with money. Seven remarkable ways of approaching every possible money dilemma will help you lead clients through a financial planning process that integrates economic concerns with personal visions. Please click here (PDF) for further details and click here to register.

Regular Workshop Fee: $1295, Garrett Member Discounted Fee: $895, Early Bird Special till June 15th: $695

Note: When registering be sure to check the Garrett box under the “Association Membership” bar to get your discounts.

16.0 hours NAPFA CE credit, 9.0 hours CFP® certification CE credit, 8.0 hours Personal Development CPE credit and 8.0 hours Communications CPE credit

 
Member Advisory Board Meeting

Thursday, August 6, 2009
1:00 pm – 4:00 pm
Brushcreek

MAB representatives will have their annual, in-person board meeting.

 
MoneyGuidePro Advanced User Group Workshop

Thursday, August 6, 2009
1:00 pm – 4:00 pm
Seville

MoneyGuideProNo charge to Garrett members for this workshops.

3.5 hours NAPFA CE credit, 3.5 hours Computer Science CPE credit

 
Money Tree Advanced User Group Workshop

Thursday, August 6, 2009
1:00 pm – 4:00 pm
Plaza

Money Tree SoftwareNo charge to Garrett members for this workshops.

3.5 hours NAPFA CE credit, 3.5 hours Computer Science CPE credit