Events

We can help you grow your business*

DON’T MISS AN OPPORTUNITY TO CONNECT WITH FLEXIBLE PLAN

10/25/2021 Breakfast @ 8:30 a.m. EDT; Lunch @ 12 p.m. EDT; or Happy hour @ 5 p.m. EDT
Roadshow

On the road with Flexible Plan - Wilmington, DE; Cherry Hill, NJ; and King of Prussia, PA

  • Brandywine Diner - Wilmington, DE; Maggiano’s Little Italy Restaurant at Cherry Hill Mall - Cherry Hill, NJ; or Founding Farmers King of Prussia - King of Prussia, PA
Topic: Working with FPI
Join your regional business consultant Bob Muldoon and our Market Leaders product specialist Trent Schield, and learn how Flexible Plan has been helping successful financial advisers like you for over 40 years:
- Access to innovative strategies, like the Market Leaders, that use dynamic risk management and strategic diversification to help avoid “whipsaws” and respond to market changes.
- The latest in adviser tools to help manage your business and set and maintain client expectations.
- Practice management tips and resources to help set you apart from other financial advisers.
Presented by Bob Muldoon - Regional Business Consultant, Flexible Plan Investments, Ltd. and Trent Schield - Market Leaders product specialist, Flexible Plan Investments, Ltd.
10/26/2021 Breakfast @ 8:30 a.m. EDT; Lunch @ 12 p.m. EDT; or Happy hour @ 5 p.m. EDT
Roadshow

On the road with Flexible Plan - Whitehall, PA; Hershey, PA; and Timonium, MD

  • Griddle 145 - Whitehall, PA; Harvest Restaurant at the Hotel Hershey - Hershey, PA; or Michaels Café - Timonium, MD
Topic: Working with FPI
Join your regional business consultant Bob Muldoon and our Market Leaders product specialist Trent Schield, and learn how Flexible Plan has been helping successful financial advisers like you for over 40 years:
- Access to innovative strategies, like the Market Leaders, that use dynamic risk management and strategic diversification to help avoid “whipsaws” and respond to market changes.
- The latest in adviser tools to help manage your business and set and maintain client expectations.
- Practice management tips and resources to help set you apart from other financial advisers.
Presented by Bob Muldoon - Regional Business Consultant, Flexible Plan Investments, Ltd. and Trent Schield - Market Leaders product specialist, Flexible Plan Investments, Ltd.
10/27/2021 Breakfast @ 8:30 a.m. EDT
Roadshow

On the road with Flexible Plan - Williamsburg, VA

  • Cracker Barrel Restaurant - Williamsburg, VA
Topic: Working with FPI
Join your regional business consultant Bob Muldoon and our Market Leaders product specialist Trent Schield, and learn how Flexible Plan has been helping successful financial advisers like you for over 40 years:
- Access to innovative strategies, like the Market Leaders, that use dynamic risk management and strategic diversification to help avoid “whipsaws” and respond to market changes.
- The latest in adviser tools to help manage your business and set and maintain client expectations.
- Practice management tips and resources to help set you apart from other financial advisers.
Presented by Bob Muldoon - Regional Business Consultant, Flexible Plan Investments, Ltd. and Trent Schield - Market Leaders product specialist, Flexible Plan Investments, Ltd.
10/28/2021 12 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 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 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 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 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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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.