Rekon Intelligence and July Business Services to Present Local Conferences for Financial Advisors

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The series of five half day and full day meetings are designed to help advisors compete more effectively in the qualified retirement plan market.

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“We’re working hard to provide financial advisors the education they need to be effective in the retirement plan arena." John Humphrey, COO, July Business Services

Rekon Intelligence and July Business Services announce a series of business development conferences specifically for financial advisors. The series of five half day and full day meetings are designed to help advisors compete more effectively in the qualified retirement plan market.

"We understand that advisor education is vitally important to maintaining a competitive advantage in the marketplace,” said Rekon CEO Ross Marino. He added “We welcome the opportunity to leverage the power of our promotional engine and event logistics expertise on behalf of July. Our experience hosting advisor-centric events allows partners like July to focus on building relationships and advancing knowledge.”

John Humphrey, COO of July Business Services offered “We’re working hard to provide financial advisors the education they need to be effective in the retirement plan arena. By partnering with Rekon Intelligence, we can focus our efforts on producing great content for our programs and relax about the important details of event promotion and management. It gives us confidence that attendees will have a great experience.”

Registration for July-hosted conferences is free to financial advisors. The series begins in New York on May 17th and continues in Denver on July 17th, Minneapolis on July 19th, Dallas on August 7th, and finally Chicago on September 13th.

July Business Services is a retirement and payroll services company that partners with financial advisors and employers to design and implement successful retirement plan strategies. July helps clients with all facets of retirement strategy from customized plan design to full service administration and recordkeeping. Today July serves more than 2,000 clients ranging from small closely held businesses to dynamic, globally focused corporations. http://www.julyservices.com
Rekon Intelligence combines the content of national conferences with local venues. REM hosts more than 100 events each year for 5,000+ financial advisors and RIAs. By partnering with Rekon, TPAs, broker/dealers and others can now offer more convenient and cost-effective advisor education. http://www.rekonintel.com

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Ross Marino, CFP, ChFC

Trey Dowdy