April 12, 2023
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 Pooled Employer Plans (PEPs).
February 27, 2023
Listen to social media expert and financial services veteran Bruce Johnston to learn ways to get the most out of LinkedIn.
February 8, 2023
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.
October 17, 2022
In this session we delve into ways to differentiate yourself within your retirement plan practice. We outline six innovative ideas for reinvigorating your DC practice.
August 18, 2023
Learn how managed accounts, which offer customization at the participant level, can serve as a personalized QDIA option.
July 25, 2022
Learn how fiduciary governance is crucial to the successful operation of any retirement plan, and how fiduciary considerations can be incorporated into the development of your practice and prospecting strategies.
June 20, 2022
Join JULY and Nuveen as we explore…
May 26, 2022
May 13, 2022
April 29, 2022
April 8, 2022
March 22, 2022