Events

We can help you grow your business*

DON’T MISS AN OPPORTUNITY TO CONNECT WITH FLEXIBLE PLAN

4/22/2021 4:00 p.m. EDT
Webinar

[1 CFP C.E. credit] Grow your business with ESG investing

Topic: ESG investing
Join us for our live webcast on how you can help fulfill your clients’ desires to make an impact with their investments—and grow your business in the process. We’ll discuss the benefits of Flexible Plan’s principled-investing options, which are designed to provide investors exposure to ESG funds without sacrificing superior risk-adjusted returns, and take your questions.
Presented by Michael Heavey - SVP Head of Distribution and Sales, Flexible Plan Investments, Ltd.
4/27/2021 11:00 a.m. PDT
Lunch and Learn

A fixed-income strategy for every market

  • West Coast
Topic: Fixed-income strategies
If this year has taught us anything, it is that planning for market volatility is essential. Many investors seek “shelter” in bonds when volatility is high, hoping to add diversification. But when extreme market stress causes traditional asset classes to become more correlated, adding just any fixed-income strategy might not be enough.

What if your fixed-income strategy could do more? What if it could take advantage of volatility, employ defensive tools in response to market changes, and seek equity-like returns with bond-like performance?

Join us for a lunch presentation to learn how our Fixed Income Tactical strategy is designed to do all of this and more.
Presented by Edward Egilinsky - Managing Director, Head of Alternative Investments, Direxion; Peter Mauthe - Vice President of Corporate Development, Flexible Plan Investments, Ltd.; Myles Bozinovski- Regional Business Consultant, Flexible Plan Investments, Ltd.
4/28/2021 12:00 p.m. EDT
Webinar

An inside look at Market Leaders: April 2021

Topic: Market Leaders newsletter: April 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.
5/13/2021 11:00 a.m. EDT
Lunch and Learn

Self-directed brokerage accounts with Flexible Plan Investments

  • Mid Atlantic
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 Bob Muldoon - 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.

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