Events

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8/16/2022 4 p.m. EDT
Webinar

Risk-managed bonds

Topic: Risk-managed bonds
Join us as we discuss the importance of dynamic risk management, the impact of short-term and long-term volatility on bond portfolios, and the risk-managed bond solutions available at Flexible Plan Investments. Fee waivers are now available!
Presented by Jason Teed - Director of Research, Flexible Plan Investments, Ltd.
8/30/2022 12 p.m. EDT
Webinar

An inside look at Market Leaders: August 2022

Topic: Market Leaders newsletter: August 2022
Each month, Market Leaders product specialist Trent Schield discusses what’s going on in the market, how the Market Leaders strategy is responding, and how to communicate that information to your clients.
Presented by Trent Schield - Market Leaders Product Specialist, Flexible Plan Investments, Ltd.
8/31/2022 4 p.m. EDT
Live panel

Cybersecurity for financial advisers - Part 3: Know your enemy—Evaluating your cybersecurity setup

Topic: Know your enemy—Evaluating your cybersecurity setup
What you’ll learn:
- What protective tools and technologies you should be using to safeguard firm and client information.
- How to keep your computers and other systems up to date and prepared to face cybersecurity threats.
- How to evaluate your cybersecurity setup and identify virtual threats.
- How to detect and respond to a potential breach of information.
- How to stay informed on best practices, evolving threats, and other important information to keep your clients’ data safe.
Presented by Caleb Ingalsbe - Cybersecurity Architect, Flexible Plan Investments, Ltd.; Jeffrey Ingalsbe - Chief Information Officer/Chief Information Security Officer, Flexible Plan Investments, Ltd.; and Joshua Sexton - Cyber Threat Intelligence Specialist, Flexible Plan Investments, Ltd.
9/21/2022 4 p.m. EDT
Live panel

Cybersecurity for financial advisers - Part 4: Damage control—Responding to cyber threats

Topic: Damage control—Responding to cyber threats
What you’ll learn:

What protective tools and technologies you should be using to safeguard firm and client information.
How to keep your computers and other systems up to date and prepared to face cybersecurity threats.
How to evaluate your cybersecurity setup and identify virtual threats.
How to detect and respond to a potential breach of information.
How to stay informed on best practices, evolving threats, and other important information to keep your clients’ data safe.
Presented by Caleb Ingalsbe - Cybersecurity Architect, Flexible Plan Investments, Ltd.; Jeffrey Ingalsbe - Chief Information Officer/Chief Information Security Officer, Flexible Plan Investments, Ltd.; and Joshua Sexton - Cyber Threat Intelligence Specialist, Flexible Plan Investments, Ltd.

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Join Leonard Durso, ChFC, AIF, Vice President, Group Retirement Plans,
the last Tuesday of each month from
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*All Flexible Plan events are intended for investment professionals only unless otherwise noted.