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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
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: Chris Shoup, CFP
🕑: 11:15 AM - 11:30 AM
Break and Group Picture Time
🕑: 11:30 AM - 12:30 PM
Advisor-Led Discussion, Speaker TBD
🕑: 12:30 PM - 01:00 PM
Speed Networking - switch up every 3 minutes
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Event Venue & Nearby Stays
1600 E 8th Ave, Ste a200, 1600 East 8th Avenue, Tampa, United States
Tickets
USD 53.61
Concerts, fests, parties, meetups - all the happenings, one place.
