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

July Business Services
400 Austin Avenue, Suite 1200
Waco, Texas 76701

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The 7^th annual July Business Services ERISA Conference is a unique training event hosted by July and led by a national ERISA expert. This conference series consists of two unique events: (i) one for plan administrators, CPAs and other compliance professionals and (ii) one for financial consultants who prefer to maintain up-to-date expertise in the retirement plan industry. These workshops are distinguished from others in the industry by their concise agenda, energetic and engaging experts, and adherence to the finest accommodations.

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ERISA Workshop for Financial Consultants
September 5 Dallas, TX
September 12 Chicago, IL

The ERISA Workshop for Financial Consultants is an invitation-only event focused exclusively on the unique education needs of financial consultants. This year we are expanding our popular annual workshop and will hold events in Dallas and Chicago. The workshop aims to provide a strong, working knowledge of the latest provisions in ERISA so advisers can speak with confidence to prospects and clients.


ERISA Workshop for CPAs, Plan Compliance & Administration Professionals
October 23-24 Waco, TX View Details & Register!

The ERISA Workshop for Plan Administrators includes in-depth technical ERISA training for retirement plan administrators who are responsible for plan administration and compliance. July offers this invitation-only ERISA education for retirement plan professionals during a two-day training session in Waco, TX.

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Dallas ERISA Workshop
September 5, 2008
Hotel Crescent Court

Chicago ERISA Workshop
September 12, 2008
W Lakeshore Hotel

Waco ERISA Workshop
October 23-24, 2008
Waco, TX
Register Now!

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.