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

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

The July Business Services ERISA Conference is a unique training event hosted by July and led by a national ERISA expert. This year we are expanding our popular annual conference to meet growing demand. We are offering the same technical ERISA training for retirement plan administrators as in years past, and offering a new component focused exclusively on the education needs of financial consultants. This all new ERISA Workshop aims to provide advisers a strong, working knowledge of the latest provisions in ERISA so they can speak with confidence to prospects and clients.

PART 1: ERISA Training for Plan Administrators
Sep 12-13 Waco, TX
In-depth technical ERISA training for retirement plan administrators who are responsible for plan administration and compliance.

PART 2: ERISA Workshop for Financial Consultants
Sep 14 Dallas, TX
Invitation-only ERISA Workshop for financial consultants. Register now to RSVP!

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Highly qualified advisors who serve the retirement plan market are invited to attend to the 2007 ERISA Workshop and get the opportunity to earn valuable continuing education credit throughout the one-day workshop. Charles Lockwood, a national ERISA expert, will provide insights into the world or 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. The presentations include:

AIM Investments: Moving Up Market for Financial Advisors
Alliance Bernstein: Great Conversations Create Great Outcomes
John Hancock: Practical Implementation of Automatic Enrollment & QDIAs
Pacific Life: Understanding In-Service Rollovers

Don't miss the opportunity to be a part of the one-of-a-kind training event!

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The ERISA Workshop will be held at the Hotel Crescent Court in Dallas and will begin with registration and breakfast at 7am and will conclude at 3:45 pm.

Hotel Crescent Court
Directions and transportation

Parking
Day parking will be provided at the Crescent. Overnight parking is available for $10 (self-parking) or $20 (valet parking).

Rooms
You may book a room at the Crescent at our special event rate until August 23rd. Call the reservation line at 800.654.6541 and reference the July Business Services event.

Friday, September 14, 2007
Hotel Crescent Court
Dallas, Texas
7am-3:45pm

Join us for breakfast and registration at 7am and meet our special guest visitor. Bring your cameras and autograph pens! You won't want to miss this opportunity to hear from a well-known sports figure.

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.

Jim Hudson
Mr. Hudson is President and CEO of July and has over 25 years experience providing administration services to qualified retirement plans. Hudson has a background in income tax planning and compliance, and he has a B.B.A. in Accounting from Baylor University. He is a frequent speaker on retirement plan topics for financial consultants and other industry organizations, and has been a past speaker at U.S. Department of Labor training sessions.

Blake Willis
Mr. Willis is Chief Administrative Officer of July with more than 10 years of industry experience, including plan administration, plan design and document consulting. Willis is a magna cum laude graduate of Baylor University with a Masters of Accountancy degree and teaches in the Accounting Department at Baylor University.