Events

Flexible Plan staff will be attending Uncommon Knowledge next week, the annual conference hosted by the National Association of Active Investment Advisors (NAAIM). Beginning on Sunday, May 6 and running through Wednesday, May 9 in Atlanta, Jerry Wagner (one of the original founders and past president of the Association), Renee Toth (current Board member), and Ken Whitley (sub-advisor of our Third Day Tactical Blend strategies – they had a terrific week last week; go here to learn more) will network with fellow NAAIM members and attend sessions covering technical analysis, Cloud operation systems, social media, and more, including the presentation of this year’s Wagner Award for the NAAIM Advances in Active Investing, now in its fourth year. The winning paper and fresh ideas shared by the attendees and presenters will provide us with a myriad of approaches to enhance our services for advisors and clients.

Staff Announcements

Please join us in welcoming Jason Kling and Mike Devergilio to their new sales territories for Flexible Plan. Jason is based in Chicago and will be covering Illinois, while Mike, previously one of our Internal Sales Team Leaders, has moved to Madison to cover Wisconsin.

In addition, Debbie Fusciardi has stepped up to fill Mike’s Team Leader position for our Internal Sales Department. Congratulations to all!