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JULY's Annual Advisor Event

On Thursday, Sept. 10, July Business Services will host a full-day event with national speakers sharing best practices and insight on how advisors can grow their business in the competitive retirement/qualified plan industry. Located in Dallas, Texas, this event is free for invited FAs and RIAs.

Topics covered will include:


  • Why Exchange Traded Funds Make Sense in 401k Plans

  • Retirement Readiness: Why it Matters to Employees, Plan Sponsors, and Financial Advisors

  • Fiduciary Outsourcing

  • Communicating Your Value

  • Target Date Funds — Perfecting the Imperfect

  • Win and Retain Business with Total Cost Analysis


Date: Sept. 10, 2015

Location: Westin Galleria Dallas, 13340 Dallas Parkway

For more information and registration, click here.

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