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JULY Expands Advisor and Institutional Footprint with Chairvolotti Financial Partnership
May 11, 2026
Partnership aligns JULY’s modern recordkeeping technology and high-touch service model with Chairvolotti’s fiduciary investment expertise to give advisors a simpler, more scalable path to growing their retirement plan business.
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.
Retirement Plan Fundamentals Crash Course for Advisors
April 30, 2026
In this fast-paced, 1-hour session, we’ll cover the key retirement plan types, essential plan design concepts, and practical insights to help you better serve your clients and grow your practice.




