Resources / Webinars
Webinars to Support Your Success
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Advisor Webinars
Browse the webinar library to learn at your leisure.
Mastering the Boardroom | Strategies for Conducting Effective Retirement Plan Committee Meetings
March 29, 2024
Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session.
JULY & GSM | Yes, You Can Do Video – And You Should!
February 28, 2024
Alan Gross with GSM shareshelpful considerations when adding video to your advisory practice marketing mix.
JULY’s Secure 2.0 Decoded
January 31, 2024
JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.
Working with a 3(38) | The Gift of Fiduciary Oversight
December 6, 2023
Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary.
Learn to Use JULY’s Tax Credit Calculator
November 2, 2023
Watch a webinar to learn more about JULY’s tax credit calculator.
Building a Framework for a Successful Retirement Practice
September 18, 2023
Learn helpful tips and strategies on building a better retirement plan practice.
Personalization in the Retirement Industry
August 14, 2023
This presentation explores personalization trends within our industry.
Top DC Trends and Developments
July 19, 2023
Communicating Your Value Proposition
June 21, 2023
Learn how to set yourself apart from your competition. This workshop provides a framework for assessing your value proposition with insight into how it may evolve over time.
The Secrets of Success as a Navy SEAL
May 19, 2023
Capital Group associate, Jonathan Wilson, shares how lessons he learned as a Navy SEAL helped him succeed in sales and can be used to help unify and motivate sales teams.
Cash Balance 201 & Marketing
April 28, 2023
Delve into more of the technical aspects of cash balance plans.
Cash Balance 101 & Marketing
April 17, 2023
In this session Brian Smith, JULY’s Senior Institutional Sales Director, will cover the basics of cash balance plans.
What to Know About PEPs vs. State-Run Plans
April 12, 2023
LinkedIn Best Practices for Advisors
February 27, 2023
Listen to social media expert and financial services veteran Bruce Johnston to learn ways to get the most out of LinkedIn.
The Road Ahead | A Brief Overview of Secure 2.0
February 8, 2023
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.
Access Brochures and Marketing Collateral
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