Transparent Fridays - Madison, WI chapter

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!

The address of this meetup is Serendipity Labs West Madison - Middleton, 525 Junction Road, #Suite 6500 Madison, WI 53717

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, "Ask me anything about my flat fe practice"
Host: Bryan Minogue, CFP
🕑: 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