800-347-3539
WEBINAR
Learn how to manage your clients’ workplace retirement plan
How to manage your clients current workplace retirement accounts
Wednesday, May 25, 2016 4:00 PM (EDT)
Self-directed brokerage accounts (SDBAs) can benefit you and your clients
Join Flexible Plan Investments’ workplace retirement product specialist Michael Heavey for a 45-minute webinar on how self-directed brokerage accounts (SDBAs) can benefit you and your clients .
Here’s what you will learn:
- How easy it is for you and your clients to work together through an SDBA.
- How to add dynamic risk-managed strategies—designed to help protect and grow retirement wealth—to a client’s workplace retirement plan account.
- How you can now be compensated for adding a separately managed account to your clients’ workplace retirement accounts.
- The details of the many dynamic risk-managed strategies now available for this SDBA service, and Flexible Plan’s OnTarget Investing tool for managing client expectations.
How to manage your clients’ current workplace retirement accounts
Attend this webinar to learn how a self-directed brokerage account (SDBA) can open new opportunities to help you manage client workplace retirement plans. See how to take advantage of this option so your clients don’t have to go through another market correction alone.
Wednesday, May 25, at 4:00 p.m. (EDT)
Can’t wait?
Contact one of our strategy specialists to learn more and receive a complimentary Client Analysis
800-347-3539 x2
Michael joined FPI in January 2016 as a Product Specialist. He brings over 25 years of experience in the financial services and capital markets industry. Prior to joining FPI Investment Management, Michael worked on Wall Street as a US Government bond broker. He spent time as a financial adviser with both Charles Schwab and Fidelity and spent over seven years with MFS Investment Management as a mutual fund wholesaler. Michael earned a degree in finance and accounting from Northeastern University and has held the Series 7, 63, 65, 24, 55. He enjoys working with financial intermediaries in an effort to offer our clients sophisticated and active asset management.
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PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.