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Flat Fee, Advice Only, and Hourly Financial Planners (or anyone who wants to be one) are meeting up in Los Angeles, CA!About this Event
The address of this event is 5833 Perry Dr, Culver City, CA. 90232
Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Los Angeles, CA!
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
"Finding the Right Client and Service Model as an Advice Only Planner"
Host: Sean Mullaney
🕑: 11:15 AM - 11:30 AM
Break and Group Picture Time
🕑: 11:30 AM - 12:00 PM
"My life as an Advice Only planner"
Host: Michael Rodriguez
🕑: 12:00 PM - 12:30 PM
"My life as a Flat Fee advisor"
Host: Chris Randall
🕑: 12:30 PM - 01:00 PM
Speed Networking - switch up every 3 minutes
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Event venue & nearby stays
5833 Perry Dr, 5833 Perry Drive, Culver City, United States
Tickets
USD 49.87
Concerts, fests, parties, meetups — all the happenings, one place.