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TPAs
April 28, 2025
With more states requiring employers to offer retirement plans, advisors have a growing opportunity to guide clients through state mandates and alternative solutions. In this on-demand webinar, JULY’s COO, Blake Willis, explains how Pooled Employer Plans (PEPs) compare to state-run programs and the opportunities they provide to advisors.
Learn about key legislation, employer obligations, and how PEPs can offer flexibility and value for small business clients.
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 29, 2025
In today’s fast-paced digital landscape, AI has transformed how we communicate, making written content more polished, persuasive, and prolific than ever before.
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.