Events

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DON’T MISS AN OPPORTUNITY TO CONNECT WITH FLEXIBLE PLAN

5/25/2021 11:00 a.m. CDT
Lunch and Learn

Self-directed brokerage accounts with Flexible Plan Investments

  • South Central
Topic: Self-directed brokerage accounts
Register to learn the following:
How to manage workplace retirement accounts without a rollover or in-service distribution.
How easy it is for you and your clients to use SDBAs to add dynamic risk-managed strategies—designed to help protect and grow retirement wealth—to their workplace retirement accounts.
How you can be compensated for adding a separately managed account to your clients’ workplace retirement accounts.
Presented by Michael Rogers - Regional Business Consultant, Flexible Plan Investments, Ltd.
5/26/2021 12:00 p.m. EDT
Webinar

An inside look at Market Leaders: May 2021

Topic: Market Leaders newsletter: May 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.
6/30/2021 12:00 p.m. EDT
Webinar

An inside look at Market Leaders: June 2021

Topic: Market Leaders newsletter: June 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.
7/28/2021 12:00 p.m. EST
Webinar

An inside look at Market Leaders: July 2021

Topic: Market Leaders newsletter: July 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.
8/26/2021 12:00 p.m. EDT
Webinar

An inside look at Market Leaders: August 2021

Topic: Market Leaders newsletter: August 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.
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.

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