Whether you’re just getting started with retirement plans or looking to sharpen your knowledge, this webinar is for you. Ryan Martinez and Flo Huang dive into the fundamentals of plan design, and more importantly, how to put that knowledge to work for your retirement plan practice.
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Ready to take your 401(k) enrollment meetings to the next level? Whether you’re looking to build confidence or refine an already strong approach,...
Learn more about tailored managed account solutions available to you through plans with JULY. Quintan Kocher, EXPAND Advisory Services, is joined by a consortium of managed accounts experts to cover core investment lineup recap-including what’s new, managed account solutions available to PFS Series 65 advisors, strategic investing overview, tactical investing overview, and ESG investing overview.
Gain valuable insights into positioning and selling cash balance plans with this on-demand session, led by JULY’s VP of Actuarial Services, Matt Bravo. A seasoned actuary and cash balance enthusiast, Matt explores the fundamentals of cash balance plan design, ideal candidate profiles, and common pitfalls, while offering actionable marketing and prospecting strategies to help advisors differentiate themselves and grow their practices.