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.
Dan Beck, CEO and co-founder of 401GO, will share a short presentation about the opportunity that is 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 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 support you
Network with 401GO and Heartland and learn how we are partnering with advisors to create better client experiences
RSVP to this Event
Let us know you’re coming.
Tuesday, October 3
Locanda Verde – Tribeca
377 Greenwich St.
New York, NY
"The 401GO team has been fantastic to work with every step of the way!"
– Eric O.
“Their solutions are affordable and they have EXCELLENT customer service.”
– Erin M.
“Their support and responsiveness has been outstanding."
– Lisa A.