CALENDAR

MARCH

12-13 — New York consultants conference, Investment Management Consultants

Association. Plaza Hotel. (303)770-3377.

14 — Money watch live, International Association for Financial Planning, New Orleans Chapter. Ernest Morial Convention Center. (504)828-4571.

17 — New changes in retirement plans, International Association for Financial 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 — SEP vs. SIMPLE plans and Roth IRAs, International Association for Financial Planning, Greater Boston Chapter. Northeastern University Dedham Campus. (888)GBC-IAFP.

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 — Mutual fund and investment management conference, Federal Bar Association/Investment Company Institute Education Foundation. 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, Orlan
do, Fla. (860)285-7754.

3 — Issues in financial disclosure, National Investor Relations Institute. Hyatt, Denver. (703)506-3570.

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

6-7 — Controller’s 1998 cost control conference, IOMA’s Controller’s Report and Investment Management Institute. Radisson Empire Hotel, New York. (212)370-1518.

13-16 — Investment adviser and broker-dealer compliance conference, National Regulatory Services. Boca Raton (Fla.) Resort and Club. (860)435-2541 ext. 851.

15-16 — The nuts and bolts of initial public offerings, National Investor Relations Institute. Fairmont Hotel, San Jose, Calif. (703)506-3570.

16-17 — Controller’s 1998 cost control conference, IOMA’s Controller’s Report and Investment Management Institute. The Midland Hotel, Chicago. (212)370-1518.

17-1998 — Dublin offshore funds conference, Kuett Group. World Trade Club, San Francisco. (212) 692-0477.

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.

21-22 — Exotic asset securitization, World Research Group. Radisson Empire Hotel, New York. (800)647-7600.

23-24 — Mutual fund tax and accounting, International Business Communications Group. New York Hilton & Towers. (508)481-6400.

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.

28 — The changing face of financial planning, International Association for Financial Planning. AquaTurf Club, Southington, Conn. (860)721-1060.

27-29 — Broker-dealer meetings, International Association for Financial Planning. Loews Santa Monica (Calif.)
Beach Hotel. (800)945-4237.

28-29 — Global derivatives ’98, International Center for Business Information. Hotel Concorde La Fayette and le Palais des Congrès, Paris. (44)171 915 5100.

28-29 — Northern California regional conference, International Association for Financial Planning. Sheraton Place Hotel, San Francisco. (415)474-4501.

29 — New York chapter, International Association for Financial Planning. Marriott East Side, New York. (212)551-5128.

30-May 1 — Getting started in financial planning, College for Financial Planning. Sheraton North Shore, Northbrook, Ill. (800)553-5343.

MAY

3-6 — Globalization of mutual funds seminar, Investment Company Institute. Southampton Princess, Bermuda. (202)326-5800.

3-6 — Annual meeting, Association for Advanced Life Underwriting. Washington Hilton and Towers. (202)331-6081.

4-6 — Spring conference, Society of Asset Allocators and Fund Timers Inc. Radisson Hotel, New Orleans. (303)989-5656

6 — Symposium, International Association for Financial Planning/Institute of Certified Financial Planners. Gregg Conference Center of American College, Bryn Mawr, Pa. (609)234-0330.

7 — Texas venture capital conference, Capital Network Inc. Four Seasons Hotel, Austin. (512)305-0830.

7 — 14th annual regional conference, International Association for Financial Planning, Georgia Chapter. Cobb Galleria Center, Atlanta. (404)256-8668.

5-8 — Operations conference, Securities Industry Association. Marriott’s Desert Springs Resort, Palm Desert, Calif. (212)618-0577.

6-8 — Quality business conference and marketing forum, LIMRA International. Hyatt Regency Phoenix Hotel. (860)298-3959.

7-8 — Investment adviser basic training, National Regulatory Services. Sheraton Executive Center, Boston. (860)435-2541 ext. 851.

7-10 — Southern district conference, Securities Industry Association. Ponte Vedra Inn, Ponte Vedra Beach, Fla. (212)618-0577.

12 — Estate administration conference, Foundation for Accounting Education. Grand Hyatt Hotel, New York. (800)537-36
35.

13-14 — Financial planning symposium, International Association for Financial Planning. Rochester (N.Y.) Riverside Convention Center. (716)797-0710.

13-15 — Membership meeting, Investment Company Institute. Washington Hilton. (202)326-5800.

13-15 — Southern California financial planning conference, International Association for Financial Planning. Marriott Laguna Cliffs Resort, Dana Point. (714)542-5187.

14-15 — Getting started in financial planning, College for Financial Planning. Hyatt Regency, Bethesda, Md. (800)553-5343.

14-16 — Regional firms conference, Securities Industry Association. Drake Hotel, Chicago. (212)618-0577.

14-17 — National conference, National Association of Personal Financial Advisors. Peabody Hotel, Memphis, Tenn. (800)366-2732.

16-19 — Advanced planning, International Association for Financial Planning. Fairmont Hotel, New Orleans. (800)945-4237.

17-20 — 1998 Annual conference, Association for Investment Management and Research. Arizona Biltmore, Phoenix. (804)963-6880.

21 — IRA distribution planning, International Association for Financial Planning. Norwalk (Conn.) Inn and Conference Center. (203)335-9046.

26-27 — Research seminar, LIMRA International. Westin Harbour Castle, Toronto. (860)298-3959.

27-29 — Marketing research conference, LIMRA International. Westin Harbour Castle, Toronto. (860)298-3959.

28-29 — Investment adviser basic training, National Regulatory Services. Sheraton Executive Center, New York. (860)435-2541 ext. 851.

29 — Third annual charitable estate and financial planning symposium, International Association for Financial Planning. Eckerd College, St. Petersburg, Fla. (813)282-7200.