Watch a webinar to learn more about JULY’s tax credit calculator.
Learn to Use JULY’s Tax Credit Calculator
You May Also Like…
JULY | Dimensional Retirement Plan University | Going to Market
May 10, 2024
“Going to Market” closes out the Retirement Plan University webinar series. This session provides perspectives on prospecting, pitching, and closing retirement plan opportunities.
JULY | Dimensional Retirement Plan University | DC Plan Foundations & Defining Your Solutions
May 3, 2024
DC Plan Foundations & Defining Your Solution” is the first of our two-part series with Dimensional Fund Advisors. This session focuses on providing advisors with a solid foundation of basic retirement plan knowledge and terminology and helps advisors develop a retirement plan offering that will differentiate themselves in the marketplace.
Cash Balance Plan Marketing and Prospecting
April 25, 2024
Learn how to best position and sell cash balance plans to plan sponsors. Our presenter Brian Smith, JULY’s Senior Institutional Sales Director, is a plan design and marketing expert. This session covered a refresher of cash balance basics, sales and prospecting tips, marketing resources, and more.