Overview of FLD Office Hours

What are Office Hours?

   A monthly Zoom call, hosted by Jeff, that takes a deeper dive into one of the more advanced features of FLD.

Who is this for?

   Advisors and coordinators already familiar with the basics of FLD.

How long is each call?

   30 minutes.

What topics are discussed?

      Anything and everything, honestly. The topic varies from month to month, but some examples of upcoming topics include tax-loss harvesting, multi-bucket investing, compliance monitoring, facilitating better client conversations, etc.

Can I request a topic for a future call?

   Of course! Email us at NSInvestments.

When are these Monthly Office Hours held?

   The third Thursday of every month at 12pm Central.

    Click here to download a calendar invite.