Events

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7/29/2021 4:00 p.m. EDT
Webinar

Better fixed-income investing: Where we are today

Topic: Our QFC Government Income Tactical strategy
Bond investors have been hit with the worst combination of rate moves and market volatility in 2021. Now is the time to rethink the traditional approach to fixed-income investing.

Join us to discuss how advisers are looking at fixed-income investing in the current market, how to do better, and what a dynamically risk-managed approach can do to help hedge against today’s rate environment and volatility.
Presented by Michael Heavey - SVP Head of Distribution and Sales, Flexible Plan Investments, Ltd.
8/10/2021 11:00 am EDT
Lunch and Learn

Target-date funds versus managed portfolios in 401(k) plans

Topic: Why target-date funds fall short
You’ve probably been offered and have offered target-date funds as the solution for constructing retirement portfolios that offer risk management and diversification. But is that the best solution?
Target-date funds assume the best-case scenario and have no mechanism to shift allocations if the market swings up or down.
In contrast, dynamic risk management that focuses on strategic diversification can respond to shifting market environments in real time, helping investors avoid market extremes.
In this live webcast, we will show you why dynamic, risk-managed investing may be a better option for your retirement plans.
Presented by Len Durso - Vice President - Group Retirement Plans, Flexible Plan Investments, Ltd.; Trent Schield - Market Leaders Product Specialist, Flexible Plan Investments, Ltd.
8/17/2021 11:00 a.m. PDT
Lunch and Learn

Self-directed brokerage accounts with Flexible Plan Investments

  • West Coast
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 Myles Bozinovski - Regional Business Consultant, 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.
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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*All Flexible Plan events are intended for investment professionals only unless otherwise noted.