Building Retirement Security

Webinars

 
 

2021 Webinar Series

 
Best Practices for a Thriving Retirement Plan Business
  8/19/21
Thu, Aug 19: 03:10 PM: Best Practices for a Thriving Retirement Plan Business
Retirement Plan Managed Accounts
  7/15/21
Thu, Jul 15: 03:10 PM: Retirement Plan Managed Accounts
Technology for the Modern Advisor
  6/17/21
Thu, Jun 17: 03:10 PM: Technology for the Modern Advisor
Leveraging JULY's Technology Resources: 3(16) & Enrollment
  4/27/21
Tues, Apr 27: 03:10 PM: Leveraging JULY’s Technology Resources: 3(16) & Enrollment
 
  3/11/21
There is No Such Thing as a “Virtual” Meeting
10 Ways to Supercharge Your Retirement Plan Marketing
  1/21/21
10 Ways to Supercharge Your Retirement Plan Marketing
 

2020 Webinar Series

 
 
  2/20/20
Marketing and Prospecting with Cash Balance Plans
  • Listen to a Recording
 
  3/19/20
The SECURE Act: What You May Not Know
  • Listen to a Recording
 
  4/30/20
Prospecting with Total Cost Analysis
  • Listen to a Recording
 
  6/4/20
Benchmarking Your Retirement Advisory Business
  • Listen to a Recording
 
  8/13/20
Prospecting with Qualified Plan Design
  • Listen to a Recording
 
  9/24/20
What’s New at JULY? Innovative Ways We Can Help You in Your Practice
  • Listen to a Recording
 
  10/7/20
Grow Your Business with the Power of Story
  • Listen to a Recording
 

2019 Webinar Series

 
 
  1/16/2019
Grow Your Business with Schwab and Judy Diamond’s Retirement Plan Prospector
  • Listen to a Recording
 
  2/20/2019
Propel Your Small Business 401(k) Sales with Launch401k
 
  3/20/2019
Social Security: The Most “Refer-able” Topic in Your Practice
 
  4/17/2019
The Ins and Outs of Marketing with LinkedIn
  • Listen to a Recording
 
  5/15/2019
Prospecting with ADP Test Failures
 
  6/19/2019
Content Marketing is the New Key to Business Success
  • Listen to a Recording
 
  7/17/2019
What’s New at JULY?
  • Listen to a Recording
 
  8/21/2019
The New Realities of Marketing
  • Listen to a Recording
 
  9/18/2019
10 Things About Video Every Busy Financial Advisor Needs to Know Now
  • Listen to a Recording