Transparency Fridays- Los Angeles, CA Chapter Meetup!

Flat Fee, Advice Only, and Hourly Financial Planners (or anyone who wants to be one) are meeting up in Los Angeles, CA!
About this Event

The address of this event is 5833 Perry Dr, Culver City, CA. 90232

Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Los Angeles, CA!

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
"Finding the Right Client and Service Model as an Advice Only Planner"
Host: Sean Mullaney
🕑: 11:15 AM - 11:30 AM
Break and Group Picture Time
🕑: 11:30 AM - 12:00 PM
"My life as an Advice Only planner"
Host: Michael Rodriguez
🕑: 12:00 PM - 12:30 PM
"My life as a Flat Fee advisor"
Host: Chris Randall
🕑: 12:30 PM - 01:00 PM
Speed Networking - switch up every 3 minutes