CALENDAR

JULY

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 advisers, Dow Jones Investment Advisor. Fairmont Hotel, San Francisco. (800)226-0323.

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 — Personal Producing General Agents 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.

14 — Fiduciary responsibility for managing money, Institute of Certified Financial Planners. Cafe la Cave, Des Plaines, Ill. (800)430-4237.

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

24-25 — Strategic forecasting: planning and budgeting conference, Institute of Business Forecasting. Hotel Nikko San Francisco. (800)440-0499.

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

2-3 — Financial career fair, Career Fairs International. Clarion Hotel at O’Hare, Rosemont, Ill. (312)697-4717.

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 and 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 (Ariz.) at Gainey Ranch. (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 — 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 and Hotel. (920)757-6460.

16 — Technology in investor relations, National Investor Relations Institute. Fairmont Hotel, 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 and 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, Tacoma, Wash. (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 — Annual 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.

2-4 — Divorce financial planning seminar, Institute for Certified Divorce Planners. Hastings Hotel and Conference Center, Hartford, Conn. (800)875-1760.

3-6 — Success Forum ’98, International Association for Financial Planning. Salt Palace Convention Center, Salt Lake City. (800)945-4237.

3-7 — National conference, American Society of Chartered Life Underwriters and Chartered Financial Consultants. Philadelphia Marriott. (610)526-2556.

5-6 — Investor’s and issuer’s forum on convertible securities, International Business Communications Group. Marriott Financial Center Hotel, New York. (508)481-4600.