In this video, we’ll be exploring the extensive planning and organizational tools and resources JULY offers for retirement plan participants and advisors. Our presenter, Blake Willis, JULY’s COO, will walk you through how working with JULY is made easier through our focus on technology and resources. Whether you’re a seasoned investment advisor, new to the 401(k) field, or a plan participant looking for better tools to manage your retirement plan, this video has you covered.
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Resources & Links:
•https://www.julyservices.com/ – Learn more about our services and expertise.
•https://www.julyservices.com/your-july-team/sales-consulting-team/ – Connect with our sales team for more information.
•https://www.julyservices.com/advisor-webinars/ – Register for our upcoming educational webinars.
•https://www.julyservices.com/category/advisors/advisor-articles/ – Explore articles tailored for financial advisors.
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About Us: At JULY, we believe that everyone deserves a retirement plan partner who listens and makes the process of starting and running a plan simple and efficient. Our mission is to help build futures for small businesses by providing top-notch retirement plans. JULY has been focused on helping financial advisors be more successful since our founding in 1994. Here you will find educational content and expert insight. Whether you’re a seasoned investment advisor, new to the 401(k) field, or a enterprise owner looking to provide a retirement plan to your employees, our content is tailored to provide you with the tools and insights needed.
Tags: #financialtools #RetirementPlanning #FinancialAdvisors #JULYBusinessServices #financialservices
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