January 31, 2024
JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.
January 31, 2024
JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.
May 27, 2026
JULY AI webinar follow up.
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.