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Advisor Webinars

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Webinars
Cash Balance Plans: Who to Target and How to Win Them

Cash Balance Plans: Who to Target and How to Win Them

March 2, 2026

Matt Bravo, VP of Actuarial Services, shares practical strategies to help retirement plan advisors confidently position and sell cash balance plans. Moderated by Brian Smith, the session covers cash balance fundamentals, how to identify ideal candidates, avoid common pitfalls, and use effective sales and prospecting techniques. You’ll also gain access to valuable marketing resources and practical AI prompts to support compliant outreach and client education, helping you expand your practice with greater clarity and confidence.

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SECURE 2.0 in 2026–2027: What Advisors Need to Know (and Do)

SECURE 2.0 in 2026–2027: What Advisors Need to Know (and Do)

January 29, 2026

SECURE 2.0 is entering its most transformative phase. In this advisor-focused webinar, JULY COO Blake Willis breaks down the key changes taking effect in 2026 and 2027, including Roth catch-up mandates, expanded limits, the Saver’s Match, paper statement requirements, and critical plan amendment deadlines.

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JULY & Stadion | Sheri Fitts Presents | Growing Authentic Relationships & Winning New 401(k) Clients

JULY & Stadion | Sheri Fitts Presents | Growing Authentic Relationships & Winning New 401(k) Clients

October 6, 2025

In a fast-changing financial services landscape, authenticity has become one of the most powerful tools an advisor can use to build trust and win new 401(k) clients. In this engaging and inspiring webinar, Sherry Fitz—renowned financial services speaker, branding coach, and expert on digital emotional intelligence—shares how financial professionals can unlock their unique value and use personal branding as a competitive edge.

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JULY | Franklin Templeton | Psychology of Referrals

JULY | Franklin Templeton | Psychology of Referrals

August 29, 2025

Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to turn satisfied clients into advocates.

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JULY | PIMCO | Financial Planning after the SECURE Act 2.0

JULY | PIMCO | Financial Planning after the SECURE Act 2.0

July 25, 2025

The SECURE Act 2.0 introduces important updates designed to enhance retirement readiness. In this session from JULY and PIMCO, we review key provisions—including changes to required minimum distributions, expanded catch-up contributions, and new 529 plan flexibility.

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Panel Discussion on Enhancing Participant Engagement

Panel Discussion on Enhancing Participant Engagement

June 27, 2025

Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics, and the tools that make a difference, along with lessons learned from past campaigns. From simplifying investment education to measuring what truly matters, this session offers actionable takeaways to help plan sponsors and advisors improve participant outcomes and drive long-term retirement readiness.

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Best Practices for Pricing Retirement Plan Services

Best Practices for Pricing Retirement Plan Services

May 29, 2025

Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory, and custodial costs, while addressing the roles of plan sponsors and advisors in managing these expenses effectively.

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PEPs vs State-Run Plans | A Growing Opportunity for Advisors

PEPs vs State-Run Plans | A Growing Opportunity for Advisors

April 28, 2025

With more states requiring employers to offer retirement plans, advisors have a growing opportunity to guide clients through state mandates and alternative solutions. In this on-demand webinar, JULY’s COO, Blake Willis, explains how Pooled Employer Plans (PEPs) compare to state-run programs and the opportunities they provide to advisors.

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