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

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

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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!

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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

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The Dallas ERISA Workshop will be held at the Hotel Crescent Court in Dallas and will begin with registration and breakfast at 7:30am 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.

Hotel Crescent Court
Directions and transportation

Parking
Day parking at the Crescent is valet and costs $10/day. Overnight valet parking is available for $23.

Rooms
A limited number of rooms will be available at the Crescent at our special event rate until August 14th. You may make your own reservations directly with the hotel by calling the reservation line at 800.527.5432 and referencing the July Business Services event.

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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.