Advertisement
Flat Fee, Advice Only, and Hourly Financial Planners (or anyone who wants to be one) are meeting up in New York City!About this Event
The address of this event is 5 Penn Plaza, 19th Floor, New York, NY 10001.
Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in NYC!
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
How Flat Fee financial planning is different
Host: Igor Aronov, CFP
🕑: 11:15 AM - 11:30 AM
Break and Group Picture Time
🕑: 11:30 AM - 12:30 PM
At Capacity: What Your Most Time-Intensive Clients Can Teach You
Host: Joseph Conklin Shure, CFP
🕑: 12:30 PM - 01:00 PM
Speed Networking - switch up every 3 minutes
Advertisement
Event venue & nearby stays
Regus - New York City - Madison Square Garden, 5 Pennsylvania Plaza, New York, United States
Tickets
USD 49.87
Concerts, fests, parties, meetups — all the happenings, one place.
Discover more events by tag
Meetups in New YorkEntrepreneurship in New YorkInvestment-literacy in New YorkBusiness in New YorkEducation in New YorkWorkshops in New YorkFinance in New York