September 26, 2024
Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations in financial marketing, why leading advisors prioritize digital methods, and discuss effective tactics to communicate across all four generations in today’s workforce.
August 27, 2024
JULY’s COO, Blake Willis, covers some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs).
With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.
When we talk about how to increase 401(k) participation for women, we are really talking about why women need to save “differently” for retirement. For anyone, the considerations of how much money will be needed in retirement equates to how much can be saved and how long they may be in retirement.
July 26, 2024
Join JULY and our guest, Matt Foster with Franklin Templeton, for a guided tour of findings from a recent study conducted to understand the perspective of the modern American worker.
June 21, 2024
Listen to this webinar to better understand how emotions play into financial decisions and explore solutions to help mitigate behavioral biases.
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 resources.
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.
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 advisors develop a retirement plan offering that will differentiate themselves in the marketplace.
April 25, 2024
Learn how to best position and sell cash balance plans to plan sponsors. Our presenter Brian Smith, JULY’s Senior Institutional Sales Director, is a plan design and marketing expert. This session covered a refresher of cash balance basics, sales and prospecting tips, marketing resources, and more.
March 29, 2024
Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session.
February 28, 2024
Alan Gross with GSM shares helpful considerations when adding video to your advisory practice marketing mix.