JULY | PIMCO | Financial Planning after the SECURE Act 2.0

May 5, 2026

Tune in for a Washington Update with Bradford P. Campbell, who shares timely insights on the evolving legislative and regulatory landscape shaping retirement plans and the broader financial services industry. This webinar is sponsored by Jeff Jones and Federated Hermes.

April 30, 2026

In this fast-paced, 1-hour session, we’ll cover the key retirement plan types, essential plan design concepts, and practical insights to help you better serve your clients and grow your practice.

April 2, 2026

Brian Smith, AVP of Sales at JULY, explores the evolving landscape of state-mandated retirement plans and how they compare to Pooled Employer Plans (PEPs). As more states require employers to offer retirement benefits, this session provides a clear breakdown of how state-run programs work, recent legislative updates, employer and employee responsibilities, and a state-by-state view of current and upcoming mandates. You’ll also learn the key differences between state-run plans and PEPs, along with strategic growth opportunities for advisors looking to expand their retirement plan practice in a rapidly changing regulatory environment.