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9/29/2021 12:00 p.m. EDT
Webinar

An inside look at Market Leaders: September 2021

Topic: Market Leaders: September 2021
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.; Michael Heavey - SVP Head of Distribution & Sales, Flexible Plan Investments, Ltd.
10/7/2021 1:00 p.m. EDT
Webinar

Why you need to convert your SIMPLE 401(k) plan for 2022

Topic: SIMPLE 401(k) plans and opportunities
Join us as we present “Why you need to convert your SIMPLE 401(k) plan for 2022.” In this live webcast, we will show you why dynamic, risk-managed investing may be a better option for your retirement plans.
-Discover the benefits of closing a SIMPLE IRA to open a 401(k).
-Learn why target-date funds fall short.
-Examine the importance of dynamic risk management in retirement portfolios.
-Learn how to add management to existing plans and plan takeover.
Presented by Leonard J. Durso, ChFC, AIF, VP - Group Retirement Plans - Flexible Plan Investments, Ltd. and Nick Moore, Regional Sales Vice President—Southeast - PCS Retirement
10/27/2021 12:00 p.m. EDT
Webinar

An inside look at Market Leaders: October 2021

Topic: Market Leaders newsletter: October 2021
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 Presented by Trent Schield - Market Leaders Product Specialist, Flexible Plan Investments, Ltd.; Michael Heavey - SVP Head of Distribution & Sales, Flexible Plan Investments, Ltd.
11/30/2021 12:00 p.m. EST
Webinar

An inside look at Market Leaders: November 2021

Topic: Market Leaders newsletter: November 2021
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 Presented by Trent Schield - Market Leaders Product Specialist, Flexible Plan Investments, Ltd.; Michael Heavey - SVP Head of Distribution & Sales, Flexible Plan Investments, Ltd.
12/22/2021 12:00 p.m. EST
Webinar

An inside look at Market Leaders: December 2021

Topic: Market Leaders newsletter: December 2021
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.; Michael Heavey - SVP Head of Distribution & Sales, Flexible Plan Investments, Ltd.

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Open office hours for 401(k) opportunities and marketing

Join Leonard Durso, ChFC, AIF, Vice President, Group Retirement Plans, every Tuesday 1-2 p.m. ET.

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*All Flexible Plan events are intended for investment professionals only unless otherwise noted.