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Flat Fee, Advice Only, and Hourly Financial Planners (or anyone who wants to be one) are meeting up in Tacoma, WA!We are the Transparent
About this Event
The address of this event is Union Club, 539 Broadway Tacoma, WA, Velvet Room.
If you see the TYGER WOLF Tattoo shop sign, you're in the right place.
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: Carlie Ransom, 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: Cole Ferrier, ChFC
🕑: 12:30 PM - 01:00 PM
Speed Networking - switch up every 3 minutes
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Event venue & nearby stays
Union Club, 539 Broadway, Tacoma, United States
Tickets
USD 55.11
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