CALENDAR
JULY 23-25 — Personal financial planning: moving into the next millennium, College for Financial Planning. Marriott City Center,…
JULY
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 — Achieving financial goals through 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 Hotel, 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 financial planning 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 Hotel and Towers. (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 Hotel. (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 regional 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 — Developing an effective investment strategy using 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 Hotel, New York. (888)670-8200.
14-16 — Electronic distribution of mutual funds, International Business Communications Group. New York Helmsley. (508)481-6400.
15 — Investor relations for the small-cap company, National Investor Relations Institute. Fairmont Hotel, San Francisco. (703)506-3570.
15 — Planning pays off, International Association for Financial Planning, Northeast Wisconsin Chapter. Oshkosh Hilton Convention Center. (920)757-6460.
16 — Technology in investor relations, National Investor Relations Institute. Fairmont, San Francisco. (703)506-3570.
16-17 — Defined contribution/401(k) conference, International Business Forum. Ana Hotel, San Francisco. (516)594-3000 ext. 21.
16-17 — Wholesaling through financial intermediaries, International Business Communications Group. New York Hilton and Towers. (508)481-6400.
16-18 — Latin American private equity summit 1998, International Quality & Productivity Center. Hotel Inter-Continental, Miami. (800)882-8684.
17-18 — Bridging the gap between defined-benefit and defined-contribution plans, International Business Communications Group. Crowne Plaza Manhattan, New York. (508)481-6400.
17-18 — Financial analysis, part three: valuation applications, National Investor Relations Institute. Fairmont Hotel, San Francisco. (703)506-3570.
17-18 — International marketing forum, Limra International. Limra Headquarters, Windsor, Conn. (860)298-3959.
17-18 — Midwest regional conference, National Association of Personal Financial Advisors. Best Western, Chicago. (312)201-0991.
17-18 — Tax-driven wealth preservation strategies, American Conference Institute. Marriott Financial Center, New York. (888)224-2480.
17-19 — Retirement education planning, International Society for Retirement Planning. Sheraton Tacoma Hotel, Washington. (888)456-4777.
20-22 — Caribbean annual meeting, Limra International. Nassau Marriott Resort, Bahamas. (860)298-3959
23 — Banking conference, Foundation for Accounting Education. Association of the Bar of the City of New York Building. (800)537-3635.
24-25 — Global distribution of mutual funds, International Business Communications. New York Hilton and Towers. (508)481-6400.
25-26 — Windy City retreat ’98, Institute of Certified Financial Planners, Greater Chicago Society. Indian Lakes Resort, Bloomington, Ill. (800)430-ICFP.
26-29 — Banking industry forum, American Bankers Association. Hyatt Grand Cypress, Orlando, Fla. (202)663-5469.
OCTOBER
1 — Banking conference, Foundation for Accounting Education. Radisson Plaza, Syracuse, N.Y. (800)537-3635.
1-3 — Annual conference, Institute for Investment Management Consultants. J.W. Marriott, Washington. (800)449-4462.
1-4 — Mid-Atlantic district conference, Securities Industry Association. Homestead, Hot Springs, Va. (212)618-0577.
2 — Small-cap conference, Red Chip Review. Sheraton Minneapolis Metrodome. (888)733-2447.
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