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Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Englewood, Colorado!About this Event
We are the Transparent Advisor Movement, www.transparentfinancialadvisor.com
Bringing logic, clarity, and fairness to financial advice
We welcome all flat fee advisors, advice only planners, and hourly advisors - or just anyone who simply believes in transparency in financial advice - to atttend our events.
Agenda
🕑: 10:00 AM - 10:15 AM
Welcome and Round the Table Intros
🕑: 10:15 AM - 11:15 AM
Advisor-Led Discussion,"What does Transparency really mean?"
🕑: 11:15 AM - 11:45 AM
Break and Group Picture Time
🕑: 11:45 AM - 12:15 PM
Advisor-Led Discussion, "Advice Only Planning tips"
Host: Christian West, Ridgen Capital
🕑: 12:15 PM - 12:45 PM
Speed Networking
🕑: 12:15 PM - 01:00 PM
Concluding Remarks
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Event Venue & Nearby Stays
382 Inverness Pkwy, 382 Inverness Parkway, Englewood, United States
Tickets
USD 49.87
Concerts, fests, parties, meetups - all the happenings, one place.
