by Natalie Harris | Jan 31, 2025 | Webinars
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. Watch the Webinar Explore More...
by Natalie Harris | Nov 1, 2024 | Webinars
November 1, 2024 Listen in as a diverse group of female leaders share their journeys, insights, and challenges within the 401(k) industry. Watch the Webinar Explore More...
by Natalie Harris | Sep 26, 2024 | Webinars
September 26, 2024 Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations in financial marketing, why leading advisors prioritize digital methods, and discuss effective tactics to communicate across all four generations in today’s...
by Natalie Harris | Jul 26, 2024 | Webinars
July 26, 2024 Join JULY and our guest, Matt Foster with Franklin Templeton, for a guided tour of findings from a recent study conducted to understand the perspective of the modern American worker. To read more about the survey, please click here. Watch the Webinar...
by Natalie Harris | Jun 21, 2024 | Webinars
June 21, 2024 Listen to this webinar to better understand how emotions play into financial decisions and explore solutions to help mitigate behavioral biases. Download the PIMCO PDF Watch the Webinar Explore More...
by Natalie Harris | Jun 6, 2024 | Webinars
June 6, 2024 JULY offers extensive planning and organizational tools and resources for retirement plan participants and advisors. JULY’s COO, Blake Willis, walks you through some of the ways working with JULY is made easier through our focus on technology and...
