CALENDAR
AUGUST 24-25 — Strategic forecasting: planning and budgeting conference, Institute of Business Foreasting. Hotel Nikko San Francisco. (800)440-0499.
AUGUST
24-25 — Strategic forecasting: planning and budgeting conference, Institute of Business Foreasting. 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 — Financial career fair, Career Fairs International. Clarion Hotel at O’Hare, Rosemont, Ill. (312)697-4717.
3 — Financial career fair, Career Fairs International. Marriott Chicago Downtown. (312)697-4717.
6-8 — Winning in the new world, Investment and Financial Services Association. National Convention Centre, Canberra, Australia. (02)9299 3022.
9 — Investment partnerships conference, Foundation for Accounting Education. Sheraton New York Hotel and Towers. (800)537-3635.
9-10 — Business-to-business electronic commerce, Strategic Research Institute. Roosevelt Hotel, New York. (800)599-4950.
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 (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 — 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 — 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.
15-18 — International trader forum, Institutional Investor. Hilton, London, and Intercontinental, Paris (half-day at each hotel). (212)224-3871.
15-16 — Jupiter Financial Services Forum, Jupiter Communications. Grand Hyatt, San Francisco. (212)780-6060, ext. 142.
15 — California Association of Independent Broker Dealers annual conference, Marina del Rey Marriott. (800)569-1776.
16 — Technology in investor relations, National Investor Relations Institute. Fairmont Hotel, San Francisco. (703)506-3570.
16 — Reits: using financing and legal techniques, Practising Law Institute. The New York Helmsley Hotel. (800)260-4754.
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 conference, National Association of Personal Financial Advisors. Best Western, Chicago. (312)201-0991.
17-18 — Tax-driven wealth preservation, American Conference Institute. Marriott Financial Center, New York. (888)224-2480.
17-19 — Retirement education, International Society for Retirement Planning. Sheraton Tacoma, Washington. (888)456-4777.
18-20 — Divorce finances, Institute for Certified Divorce Planners. Holiday Inn Cincinnati-Airport. (800)875-1760.
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.
24-25 Wealth management for women, Institute for International Research. Ritz-Carlton Huntington, Pasadena, Calif. (888)670-8200.
25-26 — Windy City retreat ’98, Institute of Certified Financial Planners, Greater Chicago Society. Indian Lakes Resort, Bloomingdale, Ill. (800)430-ICFP.
26-29 — Annual industry forum, American Bankers Association. Hyatt Grand Cypress Hotel, 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 — Reits: using financing and legal techniques, Practising Law Institute. Hotel Nikko, San Francisco. (800)260-4754.
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 — Forum on convertible securities, International Business Communications Group. Marriott Financial Center Hotel, New York. (508)481-4600.
5-8 — Introduction to investor relations, National Investor Relations Institute. Plaza Hotel, New York. (703)506-3570.
7 — Global investment performance standards, Association for Investment Management and Research. London Kensington Hilton Hotel. (804)963-6880.
8-9 — 29th annual estate planning institute, Practising Law Institute. Palace Hotel, San Francisco. (800)260-4PLI (754).
11-14 — Investment management and trust marketing, Bank Marketing Association. Westin Hotel, Seattle. (202)663-5469.
11-14 — International auditors division, Securities Industry Association. Saddlebrook Resort, Tampa, Fla. (212)618-0577.
13 — Best execution: maintaining the best interests of your clients, Association for Investment Management and Research. Park Hyatt Philadelphia. (804)963-6880.
13-14 — Effectively administering private equity funds, Institute for International Research. Radisson Empire Hotel, New York. (888)670-8200.
13-14 — Investment adviser and broker-dealer compliance, National Regulatory Services. Silverado Country Club and Resort, Napa, Calif. (860)435-2541.
15-17 — Investment management exposition, Investment Management Consultants Association. J.W. Marriott, Houston. (303)770-3377.
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