Transparent Fridays - NYC Chapter Meetup!

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

The address of this event is 5 Penn Plaza, 19th Floor, New York, NY 10001.

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

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
My life as a Flat Fee advisor
Host: Tom Duffy, CFP
🕑: 11:15 AM - 11:30 AM
Break and Group Picture Time
🕑: 11:30 AM - 12:30 PM
Is comprehensive actually comprehensive?
Host: Sara Grillo, CFA
🕑: 12:30 PM - 01:00 PM
Speed Networking - switch up every 3 minutes