Flat Fridays - Philadelphia chapter meetup
Schedule
Fri Jun 05 2026 at 10:00 am to 01:00 pm
UTC-04:00Location
CultureWorks Greater Philadelphia | Philadelphia, PA
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Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Philadelphia!About this Event
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
Advisor-Led Discussion, "What kind of practice are we building?"
Host: Rich Busillo, Flat Fee Advisor
🕑: 11:15 AM - 11:45 AM
Speed Networking - switch up every 3 minutes
🕑: 11:45 AM - 12:45 PM
Advisor-Led Discussion, "How I built my Advice Only practice"
Host: Michael Hart, Open Book Financial
🕑: 12:45 PM - 01:00 PM
Conclusion and Group Picture
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Where is it happening?
CultureWorks Greater Philadelphia, 1315 Walnut Street, Philadelphia, United StatesEvent Location & Nearby Stays:
Tickets
USD 49.87
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