Are you hungry for more business?
Bring your appetite for success.
The landscape is changing for small businesses.
Over 650,000 businesses in Colorado are being impacted by Colorado SecureSavings. It’s a tidal wave of opportunity for financial advisors!
You can establish a successful advisory practice by learning the methods that are effective in today’s economy.
During this informative session, you'll learn:
- How the economic landscape is changing, and the effect this is having on small businesses
- The massive opportunity that exists for financial advisors to help guide these businesses
- Why the old methods for growing an advisory practice are no longer working, and how to formulate new methods
- The action steps you can take today to move the needle for your clients and your own book of business
Seating is limited.
Reserve your spot at the table.
Please join us for aÂ
LUNCH & LEARN
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Seasons 52
8325 Park Meadows Center Dr
Lone Tree, Colorado
sponsored by 401GO and Heartland Payroll
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Here's how it works.
The setup process is easier than you think.
Step 1: Account Setup
Create an account with your name, your business name, and your EIN or SSN.
Step 2: Plan Design
Answer a few questions about plan design, and then check the assumptions we made.
Step 3: Sign Documents
Sign your documents, connect your bank account, and you are ready to begin contributing!
Are you ready to begin your savings journey?
Join the waitlist and we will notify you as soon as your IRA is ready.
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