by Greg Snyder | Apr 12, 2023 | Advisor Webinars, Advisors
Many states have passed or introduced legislation that mandates employers provide retirement plans to their employees. We invite you to join JULY’s COO, Blake Willis, will cover some of the ins-and-outs of state-run retirement plans and how they compare to...
by Greg Snyder | Mar 29, 2023 | Advisor News, General News
M&A initiative continues to create strategic growth Waco, Texas, (March 29, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small and mid-size employers, has entered into an acquisition transaction with...
by Greg Snyder | Mar 17, 2023 | Advisor News, General News
M&A goals bring two teams together for growth and opportunity Waco, Texas, (March 21, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, has entered into an acquisition transaction...
by Greg Snyder | Feb 27, 2023 | Advisor Webinars, Advisors
Listen to social media expert and financial services veteran Bruce Johnston to learn ways to get the most out of LinkedIn. Watch the Webinar Explore More...
by Greg Snyder | Feb 8, 2023 | Advisor Webinars, Advisors
Secure 2.0 is big news and JULY’s Blake Willis walks you through highlights of the bill, what the changes mean to you, your business and your clients as well as highlight new related opportunities. Watch the Webinar Explore More...
