March 22, 2022
What Advisors Need to Know About PEPs vs. State-Run Plans
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Advisor Webinars
Make PEPs a Part of Your Retirement Plan Practice
February 18, 2022
What’s New at JULY 2021
October 22, 2021
Watch the Webinar
Best Practices for a Thriving Retirement Plan Business
August 19, 2021
Watch the Webinar
What the PEP? Join JULY’s Blake Willis for an interactive discussion on the PEP
May 26, 2021
Watch the replay of What the PEP? Join JULY’s Blake Willis for an interactive discussion on the PEP. Recorded June 9th, 2021
Leveraging JULY’s Technology Resources: 3(16) & Enrollment
May 26, 2021
Watch the webinar replay for Leveraging JULY’s Technology Resources: 3(16) & Enrollment, recorded Tuesday, Apr 27, 2021.
10 Ways to Supercharge Your Retirement Plan Marketing
May 26, 2021
Watch the webinar replay of 10 Ways to Supercharge Your Retirement Plan Marketing, Recorded January 1st 2021.
Marketing and Prospecting with Cash Balance Plans
May 26, 2021
Watch the webinar replay for Marketing and Prospecting with Cash Balance Plans, recorded Februrary 20, 2020.
The SECURE Act: What You May Not Know
May 26, 2021
Watch the webinar replay for The SECURE Act: What You May Not Know, recorded March 13, 2020.
Prospecting with Total Cost Analysis
Watch the webinar replay for Prospecting with Total Cost Analysis, recorded April 30, 2020.
Benchmarking Your Retirement Advisory Business
May 25, 2021
Watch the webinar replay for Benchmarking Your Retirement Advisory Business, recorded June 4, 2020.
Prospecting with Qualified Plan Design
May 25, 2021
Watch the webinar replay for Prospecting with Qualified Plan Design, recorded August 13, 2020.