Events

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DON’T MISS AN OPPORTUNITY TO CONNECT WITH FLEXIBLE PLAN

5/25/2022 Lunch @ 12 p.m. CDT
Roadshow

Get dynamic risk management on all Nationwide retirement plans - Brookfield, WI

  • Fleming’s Prime Steakhouse & Wine Bar - Brookfield, WI
Topic: Dynamic risk management on all Nationwide retirement plans
Join Flexible Plan and Nationwide for an exclusive presentation to learn how to market 401(k) plans and the importance of managing retirement plans for risk.
- Learn effective tactics for marketing 401(k) plans.
- Learn why target-date funds fall short.
- Examine the importance of dynamic risk management in retirement portfolios.
- Learn how to add these strategies, designed to help protect and grow retirement wealth, to client workplace retirement accounts.
Presented by Len Durso, ChFC, AIF - Vice President, Group Retirement Plans - Flexible Plan Investments, Ltd.; Isaac Wood, Regional Vice President - Nationwide; Darrell Saathoff - Regional Business Consultant, Flexible Plan Investments, Ltd.; and Trent Schield - Market Leaders product specialist, Flexible Plan Investments, Ltd.
5/26/2022 Lunch @ 12 p.m. CDT
Roadshow

Get dynamic risk management on all Nationwide retirement plans - Edina, MN

  • Pittsburgh Blue Steakhouse - Edina, MN
Topic: Dynamic risk management on all Nationwide retirement plans
Join Flexible Plan and Nationwide for an exclusive presentation to learn how to market 401(k) plans and the importance of managing retirement plans for risk.
- Learn effective tactics for marketing 401(k) plans.
- Learn why target-date funds fall short.
- Examine the importance of dynamic risk management in retirement portfolios.
- Learn how to add these strategies, designed to help protect and grow retirement wealth, to client workplace retirement accounts.
Presented by Len Durso, ChFC, AIF - Vice President, Group Retirement Plans - Flexible Plan Investments, Ltd.; Isaac Wood, Regional Vice President - Nationwide; Darrell Saathoff - Regional Business Consultant, Flexible Plan Investments, Ltd.; and Trent Schield - Market Leaders product specialist, Flexible Plan Investments, Ltd.
6/7/2022 Lunch @ 12 p.m. EDT or Happy hour @ 5 p.m. EDT
Roadshow

Get dynamic risk management on all Nationwide retirement plans - Paramus, NJ and Edison, NJ

  • Grand Lux Café - Paramus, NJ or Seasons 52 - Edison, NJ
Topic: How to market 401(k) plans and the importance of managing retirement plans for risk
Are your participants worried about trying to protect their group retirement accounts from the recent market volatility and decline? Are you concerned about how to grow your business during this difficult time?
Join Flexible Plan and Nationwide for an exclusive presentation to learn how to market 401(k) plans and the importance of managing retirement plans for risk.
- Learn effective tactics for marketing 401(k) plans.
- Learn why target-date funds fall short.
- Examine the importance of dynamic risk management in retirement portfolios.
- Learn how to add these strategies, designed to help protect and grow retirement wealth, to participant group retirement accounts.
Presented by Bob Muldoon - Regional Business Consultant, Flexible Plan Investments, Ltd.; Leonard Durso, ChFC, AIF - Vice President, Group Retirement Plans, Flexible Plan Investments, Ltd.; Trent Schield - Market Leaders product specialist, Flexible Plan Investments, Ltd.; Joseph Broderick - Regional Vice President, Nationwide; and David Castina, Regional Vice President - Nationwide
6/8/2022 Breakfast @ 8:30 a.m. EDT; Lunch @ 12 p.m. EDT; or Happy hour @ 5 p.m. EDT
Roadshow

Get dynamic risk management on all Nationwide retirement plans - Shrewsbury, NJ; Toms River, NJ; and Moorestown, NJ

  • Americana Diner - Shrewsbury, NJ; B2 Bistro + Bar - Toms River, NJ; or Harvest Seasonal Grill - Moorestown, NJ
Topic: How to market 401(k) plans and the importance of managing retirement plans for risk
Are your participants worried about trying to protect their group retirement accounts from the recent market volatility and decline? Are you concerned about how to grow your business during this difficult time?
Join Flexible Plan and Nationwide for an exclusive presentation to learn how to market 401(k) plans and the importance of managing retirement plans for risk.
- Learn effective tactics for marketing 401(k) plans.
- Learn why target-date funds fall short.
- Examine the importance of dynamic risk management in retirement portfolios.
- Learn how to add these strategies, designed to help protect and grow retirement wealth, to participant group retirement accounts.
Presented by Bob Muldoon - Regional Business Consultant, Flexible Plan Investments, Ltd.; Leonard Durso, ChFC, AIF - Vice President, Group Retirement Plans, Flexible Plan Investments, Ltd.; Trent Schield - Market Leaders product specialist, Flexible Plan Investments, Ltd.; Joseph Broderick - Regional Vice President, Nationwide; and David Castina, Regional Vice President – Nationwide
6/9/2022 Breakfast @ 8:30 a.m. EDT; Lunch @ 12 p.m. EDT; or Happy hour @ 5 p.m. EDT
Roadshow

Get dynamic risk management on all Nationwide retirement plans - Whitehall, PA; King of Prussia, PA; and Willow Grove, PA

  • Griddle 145 - Whitehall, PA; Founding Farmers - King of Prussia, PA; or Bonefish Grill - Willow Grove, PA
Topic: How to market 401(k) plans and the importance of managing retirement plans for risk
Are your participants worried about trying to protect their group retirement accounts from the recent market volatility and decline? Are you concerned about how to grow your business during this difficult time?

Join Flexible Plan and Nationwide for an exclusive presentation to learn how to market 401(k) plans and the importance of managing retirement plans for risk.
- Learn effective tactics for marketing 401(k) plans.
- Learn why target-date funds fall short.
- Examine the importance of dynamic risk management in retirement portfolios.
- Learn how to add these strategies, designed to help protect and grow retirement wealth, to participant group retirement accounts.
Presented by Bob Muldoon - Regional Business Consultant, Flexible Plan Investments, Ltd.; Leonard Durso, ChFC, AIF - Vice President, Group Retirement Plans, Flexible Plan Investments, Ltd.; Trent Schield - Market Leaders product specialist, Flexible Plan Investments, Ltd.; Joseph Broderick - Regional Vice President, Nationwide; and David Castina, Regional Vice President – Nationwide
6/10/2022 Breakfast @ 8:30 a.m. EDT
Roadshow

Get dynamic risk management on all Nationwide retirement plans - Marlton, NJ

  • Turning Point of Marlton - Marlton, NJ
Topic: How to market 401(k) plans and the importance of managing retirement plans for risk
Are your participants worried about trying to protect their group retirement accounts from the recent market volatility and decline? Are you concerned about how to grow your business during this difficult time?

Join Flexible Plan and Nationwide for an exclusive presentation to learn how to market 401(k) plans and the importance of managing retirement plans for risk.
- Learn effective tactics for marketing 401(k) plans.
- Learn why target-date funds fall short.
- Examine the importance of dynamic risk management in retirement portfolios.
- Learn how to add these strategies, designed to help protect and grow retirement wealth, to participant group retirement accounts.
Presented by Bob Muldoon - Regional Business Consultant, Flexible Plan Investments, Ltd.; Leonard Durso, ChFC, AIF - Vice President, Group Retirement Plans, Flexible Plan Investments, Ltd.; Trent Schield - Market Leaders product specialist, Flexible Plan Investments, Ltd.; Joseph Broderick - Regional Vice President, Nationwide; and David Castina, Regional Vice President – Nationwide
6/15/2022 4 p.m. EDT
Live panel

Cybersecurity for financial advisers - Part 1: Build your foundation—Protective tools and technologies

Topic: Build your foundation—Protective tools and technologies
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.
6/28/2022 12 p.m. EDT
Webinar

An inside look at Market Leaders: June 2022

Topic: Market Leaders newsletter: June 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.
7/28/2022 12 p.m. EDT
Webinar

An inside look at Market Leaders: July 2022

Topic: Market Leaders newsletter: July 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.; 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,
the last Tuesday of each month from
1-2 p.m. ET.

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