Transparent Fridays - Overland Park, KS chapter meetup

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

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 - 10:45 AM
Advisor-Led Discussion, "Flat Fee challenges and solutions"
Host: Mike Pyle, Challenge Everything Financial
🕑: 10:45 AM - 11:15 AM
Speed Networking - switch up every 3 minutes
🕑: 11:15 AM - 11:45 PM
"The Execution Gap: Building Execution Into Your AO practice"
Host: James Hargrave, CFPⓇ
🕑: 11:45 AM - 12:15 PM
Speed Networking - switch every 3 minutes
🕑: 12:15 PM - 01:00 PM
Conclusion and Group Picture