by Greg Snyder | Jun 2, 2026 | Advisor Webinars, Advisors
May 27, 2026 JULY AI webinar — FOLLOW UP. Watch the Webinar Explore More...
by Greg Snyder | May 27, 2026 | Advisor Articles, Advisors
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, from “How do I even start?” to “Will AI replace...
by Greg Snyder | May 11, 2026 | General News
Waco, TX (May 11, 2026) July Business Services, LLC (“JULY”), a leading tech-forward provider of 401(k) and other retirement plans, and Chairvolotti Financial (Chairvolotti), a CEFEX-certified ERISA 3(38) fiduciary investment manager headquartered in Winter Park,...
by Greg Snyder | May 7, 2026 | Careers
Apply Job Description We are seeking an experienced Payroll Implementation Specialist to serve as the primary point of contact for new clients, ensuring a seamless transition from sales to client services and setting the stage for client success. Job...
by Greg Snyder | May 6, 2026 | Advisor Webinars, Advisors
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...
