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Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Philadelphia!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, Mike Staman, Delaware Financial Planning
🕑: 11:15 AM - 11:45 AM
Networking and Group Picture Time
🕑: 11:45 AM - 12:45 PM
Advisor-Led Discussion, Speaker TBD
🕑: 12:45 PM - 01:30 PM
Lunch is served to all participants!
🕑: 01:30 PM - 02:00 PM
Concluding Resolutions and Departure
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Event Venue & Nearby Stays
CultureWorks Greater Philadelphia, 1315 Walnut Street, Philadelphia, United States
Tickets
USD 49.87
Concerts, fests, parties, meetups - all the happenings, one place.
