Please join our lunch & learn networking event.

BY SPECIAL INVITATION ONLY

We’ll be in your local area soon, and would love to connect with you in person at a lunch event. We will share a short presentation about the opportunity available to advisors, and we’ll introduce you to some potentially valuable partners that share your goals.

Here’s what we will discuss:

How state mandates are affecting small businesses
The real numbers and real problems for small companies and their employees.
The opportunity that exists for advisors
How the shifting market is affecting businesses and the advisors that serve them.
The steps you can take to succeed
The realistic action items that many advisors are using to make a difference in the current market.
The partnerships that will benefit you
Network with 401GO and Heartland and learn how we are partnering with advisors to create better client experiences.

RSVP to the event.

Let us know you’re coming.

Thursday, Sept. 7
12:00 PM
Seasons 52
4505 La Jolla Village Dr.
San Diego, CA

Friday, Sept. 8
12:00 PM
Boathouse on the Bay
190 N. Marina Dr.
Long Beach, CA