Overview
Flat Fee, Advice Only, and Hourly Financial Planners (or anyone who wants to be one) are meeting up in Los Angeles, CA!
The address of this event is 5833 Perry Dr, Culver City, CA. 90232
Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Los Angeles, CA!
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.
Good to know
Highlights
- 3 hours
- In person
Refund Policy
No refunds
Location
5833 Perry Dr
5833 Perry Drive
Culver City, CA 90232
How do you want to get there?
Agenda
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Welcome and Round the Table Intros
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"Finding the Right Client and Service Model as an Advice Only Planner"
Sean Mullaney
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Break and Group Picture Time
Frequently asked questions
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