Advisor Webinars

September 18, 2023

Learn helpful tips and strategies on building a better retirement plan practice.

August 14, 2023

This presentation explores personalization trends within our industry.

July 19, 2023

June 21, 2023

May 19, 2023

Capital Group associate, Jonathan Wilson, shares how lessons he learned as a Navy SEAL helped him succeed in sales and can be used to help unify and motivate sales teams.

April 28, 2023

Delve into more of the technical aspects of cash balance plans

April 17, 2023

In this session Brian Smith, JULY’s Senior Institutional Sales Director, will cover the basics of cash balance plans.

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.

August 18, 2023

Learn how managed accounts, which offer customization at the participant level, can serve as a personalized QDIA option.