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Attend JULY’s Annual Advisor Event & Grow Your 401(k) Business   

 

If you are an advisor interested in growing your business with 401(k) and other qualified retirement plans, you will want to attend this free event. On Thursday, September 10th, JULY will host a full-day event with national speakers sharing best practices and insight on how to grow your business in the competitive retirement/qualified plan industry.

 

Learn from leading retirement industry experts

If you are an advisor interested in growing your business with 401(k) and other qualified retirement plans, you will want to attend this free event. On Thursday, September 10th, JULY will host a full-day event with national speakers sharing best practices and insight on how to grow your business in the competitive retirement/qualified plan industry.

Take advantage of hearing from some of the industry’s best within an intimate environment of industry experts and peers.

Why Should You Attend?

Investment professionals will learn:

  • 401(k) prospecting strategies
  • How to leverage new resources from providers
  • How to take advantage of changing regulations

Specific Subjects Include

  • Washington Update: What to Expect Next
  • Why Exchange Traded Funds Make Sense in 401k Plans
  • Retirement Readiness: Why it Matters to Employees, Plan Sponsors, and Financial Advisors
  • Fiduciary Outsourcing
  • Communicating Your Value
  • Target Date Funds – Perfecting the Imperfect
  • Win and Retain Business with Total Cost Analysis

Attendees will also enjoy networking breaks and catered breakfast and lunch