Join us to learn how a self-directed brokerage account (SDBA) can help you manage client workplace retirement accounts. Learn how to take advantage of this service so your clients will have an answer to the next market correction.
Come meet with our CEO and founder, Jerry Wagner—as well as members of our executive team, including the heads of our research, marketing, and operations teams—to learn what opportunities FPI can offer you and your clients. You will also be nominated for a front-page feature in the widely distributed Proactive Advisor Magazine.
This visit is at no cost to you. We will provide:
These exclusive events do fill up quickly, so RSVP as soon as possible to reserve your spot.
Discover the QETCX Managed Futures fund from Quantified Funds.
Join us to learn how to use this information to educate clients about how the Market Leaders strategies can help them seek focused, risk‐managed growth no matter what the market throws their way. Why buy the whole market when you can invest in the leaders?
*All Flexible Plan events are intended for investment professionals only unless otherwise noted.
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