Advisor Webinars

The Road Ahead | A Brief Overview of Secure 2.0

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.

Breaking Through the Sea of Sameness: Six Ways to Differentiate Your Defined Contribution Practice

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.

Managed Accounts: A Personalized QDIA Solution

August 18, 2023

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

Fiduciary Governance Tools to Scale Your Practice

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.