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The Road Ahead | A Brief Overview of Secure 2.0

Secure 2.0 is big news and JULY’s Blake Willis walks you through highlights of the bill, what the changes mean to you, your business and your clients as well as highlight new related opportunities.

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JULY | Genter | Growing Wealth Management Relationships & Qualified Plan Business: A Dual-Growth Framework

JULY | Genter | Growing Wealth Management Relationships & Qualified Plan Business: A Dual-Growth Framework

June 19, 2026

Most advisors treat wealth management relationships and qualified plan business as two separate lines — but the advisors growing fastest are working them together. In this session, our guest, Brian Elliott, SVP, Director of Institutional Division, Genter Capital Management, will show you how to unlock both sides of the opportunity from the clients and plans you already have.