Advisor Webinars

Washington Update with ERISA Expert Brad Campbell

March 4, 2025

Listen in as Brad Campbell joins JULY for a Washington Update on the latest legislative priorities shaping retirement policy in 2025.

SECURE 2.0 in 2025 | What the Significant Changes Mean for You and Your Clients

January 31, 2025

While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through several significant changes to retirement plans effective January 1, 2025.

Join the Conversation: Exploring Women’s Experiences in the 401(k) Industry

November 1, 2024

Listen in as a diverse group of female leaders share their journeys, insights, and challenges within the 401(k) industry.

401k Marketing | Marketing Across Generations

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.

What to Know About PEPs vs. State-Run Plans

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 | Franklin Templeton | Voice of the American Workplace

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.

A Practical Approach to Behavioral Guidance

June 21, 2024

Listen to this webinar to better understand how emotions play into financial decisions and explore solutions to help mitigate behavioral biases.

Exploring JULY’s Tools and Resources for Participants and 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 resources.

JULY | Dimensional Retirement Plan University | Going to Market

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.

JULY | Dimensional Retirement Plan University | DC Plan Foundations & Defining Your Solutions

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.