Transparent Fridays - Madison, WI chapter

Schedule

Fri Oct 16 2026 at 10:00 am to 01:00 pm

UTC-05:00
Location

Serendipity Labs West Madison - Middleton | Madison, WI

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

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

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, Speaker TBD
🕑: 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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Where is it happening?

Serendipity Labs West Madison - Middleton, 525 Junction Road, Madison, United States

Event Location & Nearby Stays:

Tickets

USD 52.61

Know what’s Happening Next — before everyone else does.
Sara Grillo
Host or PublisherSara Grillo

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