Events

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DON’T MISS AN OPPORTUNITY TO CONNECT WITH FLEXIBLE PLAN

1/21/2021 12 PM EST
Webinar

An inside look at Market Leaders: January 2021

Topic: An inside look at Market Leaders: January 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.
1/27/2021 11 AM CST
Lunch and Learn

Multi-strategy core portfolios: A better solution

  • South Central
Topic: A passive core is not enough
Join Michael Rogers, your Flexible Plan regional business consultant, for a live presentation on how to "activate your core" with a multi-strategy portfolio in order to help your clients face today’s unpredictable markets.
Presented by Michael Rogers - Regional Business Consultant, Flexible Plan Investments, Ltd.
1/28/2021 4 PM EST
Webinar

Low-cost, turnkey portfolio solutions from FPI

Topic: Turnkey portfolios
Join us to learn how your clients’ portfolios could be doing more with low-cost, turnkey portfolio solutions from Flexible Plan Investments.
Presented by Michael Heavey - SVP Head of Distribution and Sales, Flexible Plan Investments, Ltd.
2/4/2021 4 PM EST
Webinar

Best Investment Strategies of 2020

Topic: Best Investment Strategies of 2020
Join us as we reveal the highly anticipated top strategies of 2020.
Presented by Jason Teed, Director of Research, Flexible Plan Investments, Ltd. ; Peter Mauthe, VP - Corporate Development, Flexible Plan Investments, Ltd.

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