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.
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.
October 6, 2025
In a fast-changing financial services landscape, authenticity has become one of the most powerful tools an advisor can use to build trust and win new 401(k) clients. In this engaging and inspiring webinar, Sherry Fitz—renowned financial services speaker, branding coach, and expert on digital emotional intelligence—shares how financial professionals can unlock their unique value and use personal branding as a competitive edge.
August 29, 2025
Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to turn satisfied clients into advocates.
July 25, 2025
The SECURE Act 2.0 introduces important updates designed to enhance retirement readiness. In this session from JULY and PIMCO, we review key provisions—including changes to required minimum distributions, expanded catch-up contributions, and new 529 plan flexibility.