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Attend the JULY Annual Advisor Conference   


Join Us on September 22, 2016, Dallas, TX

JULY’s Annual National Advisor Conference

Learn from leading retirement industry experts

If you are a financial advisor interested in growing your business with 401(k) and other qualified retirement plans, please mark your calendar to attend this free event. On Thursday, September 22nd, JULY will be hosting 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.

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

For complete information on the conference including registration details, agenda and sponsors, please click here


Tony Brigmon

New for 2016!

Keynote Speakern

Tony Brigmon

We are pleased to present Tony Brigmon, Southwest Airlines’ former “Ambassador of Fun”, as our 2016 keynote speaker. Tony is sure to energize the room with fun, humorous stories and inspire our audience through his unique gift of story-telling.

Register for Conference



September 21st Pre-Event Ballgame

Texas Rangers vs LA Angels

In the spirit of fun, advisors are invited to a pre-event ballgame (Texas Rangers vs LA Angels) and dinner on Wednesday, September 21st. Registration for the ballgame is limited, so please RSVP early to reserve your spot. Buses will depart from The Crescent Court at 5:15 pm; game begins at 7:05 pm.

Register for Game



Important Event Details

National Advisor Conference Date: September 22, 2016

Time: 8:00 am – 3:30 pm
Location: The Crescent Court, Dallas, TXm
Conference Cost: Free for invited FAs and RIAs

Register for Conference


Please note that transportation and lodging are not included with conference registration. While the Crescent Court is now fully occupied, we have secured discounted room blocks nearby at the W Dallas – Victory. Please reference the JULY Advisor Conference if calling to reserve a room.

Pre-Event Texas Rangers Outing: September 21, 2016

Time: Buses depart The Crescent Court at 5:15 pm; game starts at 7:05 pm

Game Location: Globe Life Park, Arlington, TX

Game Cost: Free for invited FAs and RIAs

Register for the Pre-Event Rangers Outing

Pictured: Crescent Court Hotel

We hope to see you in Dallas!


Special Thanks to Our Event Sponsors

Event Sponsors