Please join our monthly 3rd Thursday OSJ Zoom meeting on Thursday, April 20th from 1:30 PM – 2:30 PM (PDT). Do you have legacy accounts sitting in unmanaged A and C share allocations? Would you like to transition those accounts to advisory accounts? Join Ben Pahl, President of Liberty One as he unpacks the finer points of how to transition from Mutual Funds to Advisory in an effective and efficient manner. Ben has 18 years of experience working at a high level as a financial advisor. He has personally transitioned hundreds of relationships from commission-based to fee-based over the years. Ben will be discussing how to overcome the barriers that play out in your mind as you consider transitioning a segment of your clients from Mutual Funds to Advisory.
We are also excited to announce that Richard Carr with Flexible Plan Investment will be joining the call to discuss various ways Advisors can grow their fee-based business through the themes listed below:
Self-Directed Brokerage Business: The Flexible Plan SDBA platform gives advisors the opportunity to work with clients 401k, 403b and 457 assets. Flexible plan offers 3 turnkey portfolios with 5 risk categories that can provide clients with much needed active and tactical management. In addition, it allows for the building of relationship with those assets before the client’s retire or are ready to roll the money over.
Principled Investing: These days, investors are increasingly looking to put their money to work in meaningful ways. Principled investing—strategies that invest in funds that reflect certain religious beliefs and social values—continues to grow in popularity. Here’s your opportunity to learn more.
Donor Advised Funds: Flexible Plan Investments now offers a Donor-Advised Funds program. This charitable vehicle allows investors to choose when they want to give and better organize their giving in one place, all while receiving tax advantages without tax consequences. Our partnership with The National Charitable Endowment (NCE) gives your advisors the opportunity to build a tax efficient charitable legacy for their clients in an actively managed portfolio.
Topic: 3rd Thursday OSJ Zoom Meeting
Time: Apr 20, 2023 01:30 PM Pacific Time (US and Canada)
Join Zoom Meeting
Meeting ID: 814 7160 3421
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+17207072699,,81471603421# US (Denver)
Date and Time
Thu, Apr 20, 2023
1:30p - 2:30p PST