by Greg Snyder | Jun 6, 2024 | Advisor Webinars, Advisors
June 6, 2024 JULY offers extensive planning and organizational tools and resources for retirement plan participants and advisors. JULY’s COO, Blake Willis, walks you through some of the ways working with JULY is made easier through our focus on technology and...
by Greg Snyder | May 10, 2024 | Advisor Webinars, Advisors
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. Watch the Webinar Explore More...
by Greg Snyder | May 3, 2024 | Advisor Webinars, Advisors
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...
by Greg Snyder | Apr 9, 2024 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for Client Service Manager. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement...
by Greg Snyder | Mar 29, 2024 | Advisor Webinars, Advisors
March 29, 2024 Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session. Watch the Webinar Explore More...
