CALENDAR

JULY

15 — Investment advisory services for defined contribution plans, Institute for International Research. Watergate Hotel, Washington. (888)670-8200.

16-18 — 1998 annual personal financial planning conference, LINC. San Francisco Grand Hyatt Hotel. (615)782-4240.

19-24 — Investment management workshop, Association for Investment Management and Research. Princeton (N.J.) University. (804)963-6880.

19-24 — Theory and practice of investor relations, National Investor Relations Institute. University of Michigan, Ann Arbor. (703)506-3570.

21 — Achieving financial goals through asset allocation and professional management, Conrad Capital Management Inc. Tierra Mar, Westhampton, N.Y. (516)784-7878.

21 — Bankruptcy and reorganization, Foundation for Accounting Education of the New York State Society of Certified Public Accountants. New York Hilton Hotel and Towers. (800)537-3635.

21-22 — Investment adviser basic training, National Regulatory Services. Sheraton Executive Center, Boston. (860)435-2541 ext. 851.

22-26 — Annual conference, Institute of Certified Financial Planners. San Diego Marriott Hotel and Marina. (800)322-4237.

23-25 — Personal financial planning: moving into the next millennium, College for Financial Planning. Marriott City Center, Denver. (800)553-5343.

26-29 — Discover 98: financial adviser conference, DataLynx. Westin Hotel, Denver. (800)328-2596.

26-31 — Financial analysts seminar, Association for Investment Management and Research. Northwestern University, Evanston, Ill. (804)963-6880.

27-28 — 1998 leveraging advanced technology for mutual funds, Institute for International Research. Radisson Hotel, Boston. (888)670-8200.

27-29 — Broker-dealer division meetings, International Association for Financial Planning. Adams Mark Hotel, Denver. (800)945-4237.

28 — Tax planning for individuals, Foundation for Accounting Education of the New York State Society of Certified Public Accountants. Sheraton New York Hotel and Towers. (800)537-3635.

28-30 — Financial planning business forum, Total Asset Planning. Grand Hyatt Hotel, New York. (212)944-8501.

29 — Asset allocation and professional management, Conrad Capital Management Inc. James Lane Cafe at the Hedges, Easthampton, N.Y. (516)784-7878.

30 — Taxation of financial products, Foundation for Accounting Education of the New York State Society of Certified Public Accountants. Sheraton New York Hotel and Towers. (800)537-3635.

AUGUST

2-9 — Residency program, Institute of Certified Financial Planners. Clark Kerr Campus, University of California, Berkeley. (800)322-4237.

3-4 — Strategic planning in investor relations, National Investor Relations Institute. Loews Hotel, Annapolis, Md. (703)506-3570.

4 — Financial career fair, Career Fairs International. Marriott Chicago. (312)697-4717.

4-6 — Portfolio management symposium for financial advisors, Dow Jones Investment Advisor. Fairmont Hotel, San Francisco. (800)226-0323.

5 — Financial career fair, Career Fairs International. Clarion Hotel at O’Hare, Rosemont, Ill. (312)697-4717.

6-7 — Investment adviser basic training, National Regulatory Services. Fairmont, San Francisco. (860)435-2541 ext. 851.

7-9 — Advanced planners summer conference, National Association of Personal Financial Advisors. Harrison Conference Center, Lake Bluff, Ill. (800)366-2732.

9-14 — Theory and practice of investor relations, National Investor Relations Institute. University of Michigan, Ann Arbor. (703)506-3570.

10-11 — PPGA Forum, Limra International. Hyatt O’Hare, Chicago. (860)298-3959

11-13 — Financial planning business forum, Total Asset Planning. Grand Hyatt Hotel, New York. (212)944-8501.

16-21 — Planning for the middle-market business client, Center for Accounting and Tax Education. Fallsview Hotel, Ellenville, N.Y. (718)488-1070.

25-27 — Financial planning business forum, Total Asset Planning. Grand Hyatt Hotel, New York. (212)944-8501.

28-30 — Divorce seminar, Institute for Certified Divorce Planners. Embassy Suites Hotel, Denver. (800)875-1760.

SEPTEMBER

9 — Investment partnerships conference, Foundation for Accounting Education. Sheraton New York. (800)537-3635.

9-10 — Investment management compliance, International Business Communications Group. New York Hilton & Towers. (508)481-6400.

9-11 — Group Insurance and managed health care marketing and sales, Limra International. Sheraton Centre Toronto Hotel. (860)298-3959.

9-11 — Retirement and investment marketing and sales, Limra International. Sheraton Centre Toronto. (860)298-3959.

10-11 — AdviserFocus conference, National Regulatory Services Inc. Hyatt Regency Scottsdale at Gainey Ranch, Ariz. (860)435-2541 ext. 851.

10-11 — Investment adviser basic training, National Regulatory Services Inc. Sheraton Executive Center, New York. (860)435-2541 ext. 851.

10-11 — 29th annual estate planning institute, Practising Law Institute. New York Helmsley Hotel. (800)260-4PLI (754).

11-13 — West conference, National Association of Personal Financial Advisors. Embassy Suites, Napa, Calif. (707)769-7820.

13-16 — Annual conference, Bank Marketing Association. Hyatt Regency New Orleans. (202)663-5469.

14 — Nasdaq stock market, National Investor Relations Institute. Fairmont Hotel, San Francisco. (703)506-3570.

14-15 — Distressed securities, International Business Communications Group. Stanhope, New York. (508)481-6400.

14-15 — Hedge fund styles and strategies, Institute for International Research. Marriott East Side, New York. (888)670-8200.