Transparent Fridays - Washington State chapter

Flat Fee, Advice Only, and Hourly Financial Planners (or anyone who wants to be one) are meeting up in Tacoma, WA!

We are the Transparent
About this Event

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

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: Carlie Ransom, CFP
🕑: 11:15 AM - 11:30 AM
Break and Group Picture Time
🕑: 11:30 AM - 12:30 PM
My life as an Advice Only planner
Host: Cole Ferrier, ChFC
🕑: 12:30 PM - 01:00 PM
Speed Networking - switch up every 3 minutes