CALENDAR

FEBRUARY

19-20 — AdviserFocus: A new approach to understanding the financial adviser, National Regulatory Services. Buena Vista Palace Resort, Orlando, Fla. (860)435-2541, ext. 50.

19 — Marketing your way to success, International Association for Financial Planning. Norwalk (Conn.) Inn and Conference Center. (203)335-9046.

21 — Planning pays off! International Association for Financial Planning. Sheraton LaGuardia East, New York. (718)229-0300.

25-27 — The buyouts symposium, Venture Economics. Plaza Hotel, New York. (212)765-5311.

26-28 — Third annual investment adviser conference, Jack White & Co. Hyatt Regency San Diego. (800)233-3411.

26-March 1 — Western district conference, Securities Industry Association. Lodge at Pebble Beach (Calif). (212)618-0577.

MARCH

3-5 — Ibbotson asset allocation, communicating asset allocation concepts and advanced asset allocation workshops. Marriott East Side, New York. (800)758-3557.

4-5 — Alternative assets, Association for Investment Management and Research. Westin Hotel Copley Place, Boston. (804)963-6880.

4-5 — Leveraged loans and high-yield debt, Frank J. Fabozzi/Information Management Network. Helmsley Hotel, New York. (212)768-2800.

5-6 — Investment adviser basic training, National Regulatory Services. Fairmont, San Francisco. (860)435-2541 ext. 851.

7 — Nasdaq investor forum, KFNN financial news radio. Phoenix Civic Center Plaza. (602)241-1510.

9-10 — Brokerage conference, LIMRA International. San Antonio Marriott Rivercenter. (860)298-3959.

9-11 — Due diligence and compliance conference, Prospect Reef Hotel and Business Center, Road Town, Tortola, British Virgin Islands. (809)494-6430.

8-13 — Securities industry institute, Securities Industry Association. Wharton School, University of Pennsylvania, Philadelphia. (212)618-0577.

12-13 — New York consultants conference, Investment Management Consultants Association. Plaza Hotel. (303)770-3377.

17 — New changes in retirement plans, International Association for F
inancial Planning, Minnesota chapter. Sheraton Metrodome, Minneapolis. (612)257-7247.

16-18 — Financial communications forum (for senior business and technical staff), Advanced Programming Techniques. Tremont House Hotel, Boston. (888)374-7150.

18-19 — New York consultants conference, Investment Management Consultants Association. Sheraton New York. (303)770-3377.

19 — XYZs of life insurance, International Association for Financial Planning. Norwalk (Conn.) Inn and Conference Center. (203)335-9046.

22-25 — National fiduciary and securities operations conference, American Bankers Association. Hyatt Regency Dallas. (202)663-5469.

25 — Future of the investment management profession, Association for Investment Management and Research. Ritz Carlton, Philadelphia. (804)963-6880

22-26 — Education foundation mutual funds and investment management conference, FBA/Investment Company Institute. Walt Disney World Dolphin, Orlando, Fla. (202)326-5800.

26-27 — Field officers annual conference, LIMRA International. Anaheim (Calif.) Hilton. (860)298-3959.

29-April 1 — Fixed-income conference, Barra/Global Advanced Technology. Silverado Country Club and Resort, Napa, Calif. (212)785-9630.

APRIL

1-2 — Asset allocation in a changing world, Association for Investment Management and Research. Hotel Inter-Continental, London. (804)963-6880.

1-3 — Annuity conference, Life Office Management Association, LIMRA International and Society of Actuaries. Hyatt Regency, Orlando, Fla. (860)285-7754.

4-5 — Moneywise personal finance fair, International Association for Financial Planning. Bartle Hall, Kansas City, Mo. (913)381-4458.

14-16 — Investment adviser and broker-dealer compliance conference, National Regulatory Services. Boca Raton (Fla.) Resort and Club. (860)435-2541 ext. 851.

19-21 — Operations conference, National Association for Variable Annuities. Fairmont Hotel, New Orleans. (703)620-0674.

19-22 — Compliance and legal division seminar, Securities Industry Association. Scottsdale (Ariz.)
Princess. (212)618-0577.

24 — Dayton (Ohio) chapter symposium, International Association for Financial Planning. Holiday Inn I-675 Conference Center. (937)298-5558.

26-29 — Professional development conference, Investment Management Consultants Association. Boca Raton (Fla.) Resort and Club. (303)770-3377.