FOR INVESTMENT PROFESSIONALS ONLY
We can help you grow your business
In your city and across the U.S.
Don’t miss out on the opportunity to hear from us and our product specialists on how we can help you grow your practice.
| Region | Name | Date | Time | Location | Contact |
|---|---|---|---|---|---|
| Florida | 2020 NAPA 401(k) Summit | TBD | 11:00 a.m. | Loews Royal Pacific Resort | Meet us |
| Arizona | 17th Annual Geneos National Partners Conference | TBD | TBD | The Wigwam Resort | Meet us |
| Nevada | The Resource Group | September 8-11 | 8:00 a.m. | Four Seasons Hotel, Las Vegas | Meet us | Pennsylvania | BAR Financial East/Midwest Annual Conference | September 28-30 | TBD | The Penn Stater Hotel & Conference Center | Meet us |
| Wisconsin | Packerland: Building your Business Conference | October 7-8 | 8:00 a.m. | Radisson Hotel & Conference Center, Green Bay | Meet us |
| Tennessee | Centaurus 2020 Wealth Management Conference | October 7-9 | TBD | Loews Nashville Hotel | Meet us |
flexibleplan.com | 800-347-3539
DISCLOSURE — Flexible Plan Investments, Ltd. is a federally registered investment adviser. This is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd. cannot guarantee the suitability or potential value of any particular investment.
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.