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Flat Fee, Advice Only, and Hourly Financial Planners (or anyone who wants to be one) are meeting up in Tampa, FL!About this Event
The address of this event is Centro Ybor, 1600 E 8th Avenue, Tampa, FL 33605, Conference Room J.
Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Tampa, FL!
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: Jorge Soriano, CFP
🕑: 11:15 AM - 11:30 AM
Break and Group Picture Time
🕑: 11:30 AM - 12:30 PM
Advisor-Led Discussion, "Integrating Flat Fee into your practice"
Host: Stacy Miller
🕑: 12:30 PM - 01:00 PM
Speed Networking - switch up every 3 minutes
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Event venue & nearby stays
Centro Ybor, 1600 East 8th Avenue, Tampa, United States
Tickets
USD 53.61
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