Careers
TPAs
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).
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.
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.
January 31, 2024
JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.
December 6, 2023
Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary.
November 2, 2023
Watch a webinar to learn more about JULY’s tax credit calculator.