Careers
TPAs
September 26, 2024
Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations in financial marketing, why leading advisors prioritize digital methods, and discuss effective tactics to communicate across all four generations in today’s workforce.
May 27, 2026
We recently hosted a webinar on leveraging AI in retirement plan advisory practices. The response was overwhelming – advisors submitted 40+ questions spanning every aspect of AI adoption.
May 5, 2026
Tune in for a Washington Update with Bradford P. Campbell, who shares timely insights on the evolving legislative and regulatory landscape shaping retirement plans and the broader financial services industry. This webinar is sponsored by Jeff Jones and Federated Hermes.
April 30, 2026
In this fast-paced, 1-hour session, we’ll cover the key retirement plan types, essential plan design concepts, and practical insights to help you better serve your clients and grow your practice.