- Prime Interest Rate Lowered to 3.25%
- JULY promotes Blake Willis to serve as Chief Operating Officer
- JULY partners with Stadion to offer enhanced participant managed account solution. Read more...
- The passing of the SECURE Act is good news for many Plan Sponsors starting a retirement plan or adopting automatic enrollment.
- Learn about the changes and relief the CARES Act provides for retirement plan participants.
Event Presentation
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Behavioral Finance: How Investment Biases Affect Investor Decisions and Influence Market Trends
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Dynamic Currency Hedging
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How To Manage Your Practice and Have Time To Grow Sales
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Keynote Introduction
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Is this really the future?
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The Power of Cash Balance Plans: A Peer Panel Discussion
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The Power of Plan Wellness
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Thriving in the New Normal: Reframe Your Value Around Client Goals
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Tips from The LinkedIn Coach
Tom Warren
Senior Vice President
Linkedin
Tom’s roots in the retirement plan industry run deep, having joined American Funds in 1993 as an original member of its workplace retirement group. His programs are steeped in real-world experience, complete with stories and analogies aimed at helping his audience get results. Above all, he maintains a passion for helping working Americans prepare for their biggest financial challenge, retirement.
After earning his bachelor’s degree in microbiology from the University of Oklahoma, Tom worked for two years at the Mayo Clinic as a clinical microbiologist before joining his family’s oil and gas exploration business, where he helped originate institutional joint ventures. From there, Tom went on to Smith Barney’s Asset Consulting and Evaluation group, which helped pioneer the use of separately managed accounts.
Tom lives in Sarasota, Florida, with his wife and enjoys boating, alpine skiing and four-wheeling.
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Contact Info
- Leslie Smith
- P : 254-296-4015 x 3147
- M : 512.970.4319
- E : lsmith@julyservices.com