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.
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.