Transparent Fridays - Columbus, Ohio chapter meetup

Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Columbus, Ohio!
About this Event

The address of this meetup"

475 Metro Pl S, Suite 460, Dublin, OH 43017

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

🕑: 09:00 AM - 09:15 AM
Welcome and Round the Table Intros
🕑: 09:15 AM - 10:15 AM
Advisor-Led Discussion , "Flat fee practices - going past solopreneur"
Host: Jamie Menges, PDS Planning
🕑: 10:15 AM - 10:45 AM
Speed Networking - switch up every 3 minutes
🕑: 10:45 AM - 11:45 PM
Advisor-Led Discussion, "My Flat Fee practice - ask me anything"
Host: Brian Tegtmeyer, Truly Prosper Financial Planning
🕑: 11:45 AM - 12:00 PM
Conclusion and Group Picture