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SECURE 2.0 in 2025 | What the Significant Changes Mean for You and Your Clients

January 31, 2025

While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through several significant changes to retirement plans effective January 1, 2025.

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Washington Update with Brad Campbell

Washington Update with Brad Campbell

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.