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Flat Fee, Advice Only, and Hourly Financial Planners (or anyone who wants to be one) are meeting up in San Francisco, CA!About this Event
Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in San Francisco, CA!
The address of this meetup is: 501 Seaport Ct, Ste 101, Redwodd City, CA 94063.
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
My life as a Flat Fee advisor
Host: Carol Acker, CFP
🕑: 11:15 AM - 11:30 AM
Break and Group Picture Time
🕑: 11:30 AM - 12:30 PM
My life as an Advice Only planner
Host: Speaker TBD
🕑: 12:30 PM - 01:00 PM
Speed Networking - switch up every 3 minutes
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Event venue & nearby stays
501 Seaport Ct suite 101, 501 Seaport Court, Redwood City, United States
Tickets
USD 45.00
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