Transparent Fridays - Philadelphia, PA chapter meetup

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

🕑: 09:00 AM - 09:15 AM
Welcome and Round the Table Intros
🕑: 09:15 AM - 10:15 AM
Advisor-Led Discussion, "Flat Fee challenges and solutions"
Host: TBD
🕑: 10:15 AM - 10:45 AM
Speed Networking - switch up every 3 minutes
🕑: 10:45 AM - 11:15 PM
Advisor-Led Discussion, "How I built my Advice Only practice"
Host: TBD
🕑: 11:15 PM - 12:00 PM
Conclusion and Group Picture