Careers

TPAs

July Logo White

Washington Update with ERISA Expert Brad Campbell

March 4, 2025

Listen in as Brad Campbell joins JULY for a Washington Update on the latest legislative priorities shaping retirement policy in 2025.

Watch the Webinar

Related Posts

Categories

You May Also Like…

Cash Balance Plans: Who to Target and How to Win Them

Cash Balance Plans: Who to Target and How to Win Them

March 2, 2026

Matt Bravo, VP of Actuarial Services, shares practical strategies to help retirement plan advisors confidently position and sell cash balance plans. Moderated by Brian Smith, the session covers cash balance fundamentals, how to identify ideal candidates, avoid common pitfalls, and use effective sales and prospecting techniques. You’ll also gain access to valuable marketing resources and practical AI prompts to support compliant outreach and client education, helping you expand your practice with greater clarity and confidence.