July Business Services
P.O. Box 2208
Waco, Texas 76703

July Business Services
215 Mary Avenue, Suite 302
Waco, Texas 76701

---

Keeping up-to-date with the changing rules and regulations applicable to pension and employee benefit plans has never been more challenging.  To that end, we offer an annual ERISA workshop for financial consultants, held in Dallas and Chicago, focusing on the distinctive needs of financial advisers. 

Highly qualified advisors who serve the retirement plan market are invited to attend to the 2008 ERISA Workshop and get the opportunity to earn valuable continuing education credit at the one-day workshop. Charles Lockwood, a national ERISA expert, will provide insights into the world of ERISA to help you serve prospects and existing clients.

In addition, our platinum level sponsors will be presenting at the conference and addressing topics applicable to the lives of advisors.  Don’t miss the opportunity to be a part of the one-of-a-kind training event!

---

The 2008 ERISA Workshops will cover an array of informative and beneficial topics including: 

• Understanding and Using Plan Design in Selling Plans
• When to recommend DB / DC Combo and Cash Balance Plans
• Understanding the Need for Plan Corrections (VCP) in Marketing and Building Business
• Marketing Opportunities in the 403(b) Market

The Chicago ERISA Workshop will be held at the W Lakeshore Hotel in Chicago and will begin with registration and breakfast at 8am and will conclude at 3:30pm. As a special guest, you are invited to attend the ERISA Workshop free of charge and your conference registration, training materials, and meals are all provided by July Business Services. However, you are personally responsible for all travel expenses (airfare, taxi fare, parking fees, hotel room, etc.) associated with your attendance at the event.

W Chicago - Lakeshore
Directions and transportation

Transportation
Taxi transportation from the airport is $40-55 from O'Hare and $35-50 from Midway. The W-Lakeshore does not recommend use of the Airport Express shuttle.

Parking
Day parking at the W Lakeshore is valet and costs $14/day. Overnight valet parking is available for $43.

Rooms
You may make your own room reservations directly with the hotel online here.

---

Charles D. Lockwood, J.D., and L.L.M. (Taxation)
Mr. Lockwood has over 15 years experience in the employee benefits field. Mr. Lockwood presently is a principal of Global Benefit Advisors, L.L.C., a pension consulting firm. Mr. Lockwood was previously a Vice President of Pension Publications of Denver, Inc. (PPD) and a senior consultant with Coopers & Lybrand's Human Resources National Technical Services Unit in Washington, D.C.

Mr. Lockwood worked for 5 years in the Employee Plans Division in the National Office of the Internal Revenue Service (IRS) as a Tax Law Specialist. His responsibilities with the IRS included the review of prototype retirement plans and the training of IRS personnel. Mr. Lockwood was also the primary author of numerous IRS Revenue Rulings and Revenue Procedures, including Rev. Procs. 89-9 and 89-13 which established the current Master/Prototype and Regional Prototype Programs.

Mr. Lockwood has written numerous articles and lectured extensively on employee benefits topics.

Mr. Lockwood received his B.S. in Political Science from the University of South Florida, his J.D. from the University of Florida, and a Masters of Law in Taxation from the Georgetown University Law Center.