CALENDAR

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.

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, Investment Management Institute and Institute of Management and Administration Controller’s Report. 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 — 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, Investment Management Institute and Institute of Management and Administration Controller’s Report. 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 and Towers. (508)481-6400.

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

25 — Inaugural financial planning and inve
stment conference, University of California Irvine Extension. Anaheim Marriott Hotel. (714)824-5414.

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

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

27-29 — Broker-dealer division 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 Congres, 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 conference, International Association for Financial Planning. Marriott East Side Hotel, New York. (212)835-2805.

30-May 1 — Getting started in your financial planning practice, 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 and exhibit, 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. (860)298-3959.

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

7-8 — Maximizing genomic growth, International Communications for Management. San Francisco Airport Marriott or St. Moritz on the Park, New York. (312)540-3010.

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)537-3635.

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 your financial planning practice, 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.

15 — Financial planning symposium, International Association for Financial Planning, Capital District Chapter. Marriott Hotel, Albany, N.Y. (518)447-8666.

16-19 — Conference for 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.

18-20 — Emerging and niche asset securitization, Frank J. Fabozzi/Information Management Network. Crowne
Plaza Hotel, New York. (212) 768-2800.

20 — Regional conference, International Association for Financial Planning, Greater Boston Chapter. Sheraton, Boston. (888)622-4237.

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 — Education technology finance and investment institute, Fulcrum Information Services Inc. Pan Pacific Hotel, San Francisco. (800)869-4302.

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.

31-June 3 — International monetary conference (invitation only), American Bankers Association. Hotel Intercontinental Wien, Vienna. (202)663-5469.

31-June 3 — National regulatory compliance conference, American Bankers Association. Sheraton San Diego. (202)663-5469.

JUNE

2-5 — Mutual funds training conference, Investment Company Institute. Capital Hilton, Washington. (202)326-5800.

2-6 — National conference, National Association of Personal Financial Advisors. Omni Shoreham, Washington. (800)366-2732.

5-7 — Basic Training Conference, National Association of Personal Financial Advisors. Oak Brook Hills Hotel and Resort, Oakbrook, Ill. (800)366-2732.

5-8 — American Institute of Banking national conference, American Bankers Association. Sheraton Seattle Hotel and Towers. (202)663-5469.

8-10 — Annual conference, National Investor Relations Institute. Hyatt Regency, Scottsdale, Ariz. (703)506-3570.

7-14 — Residency program, Institute of Certified Financial Planners. University of Virginia, Charlottesville. (800)322-4237.

1
8 — Do your investment policy statements cut it? International Association for Financial Planning. Norwalk (Conn.) Inn. (203)335-9046.

18-19 — Investment adviser basic training, National Regulatory Services. Fairmont Hotel, San Francisco. (860)435-2541 ext. 851.

18-19 — Money market fund forum, International Business Communications. Marriott World Trade Center, New York. (508)481-6400.

18-20 — Expo ’98 and the Money School, International Association for Financial Planning, Southeast Florida chapter. Broward Convention Center, Fort Lauderdale, Fla. (954)434-4234.

21-24 — Sixth annual leadership institute for women, American College, Bryn Mawr, Pa. (610)526-1459.

23-25 — Technology management conference, Securities Industry Association. New York Hilton. (212)618-0577.

25-26 — Morningstar mutual fund conference, Chicago Hilton. (312)695-6000.

JULY:

9 — Communicating with the individual investor, National Investor Relations Institute. Fairmont/Copley Plaza, Boston. (703)506-3570.

9-10 — Investment adviser basic training, National Regulatory Services. Sheraton Executive Center, New York. (860)435-2541 ext. 851.

10 — Investor relations and street savvy: for small- to mid-cap CEOs and chief financial officers, National Investor Relations Institute. Fairmont/Copley Plaza, Boston. (703)506-3570.

19-24 — Investment management workshop, Association for Investment Management and Research. Princeton (N.J.) University. (804)963-6880.

19-24 — Theory and practice of investor relations, National Investor Relations Institute. University of Michigan, Ann Arbor. (703)506-3570.

21-22 — Investment adviser basic training, National Regulatory Services. Sheraton Executive Center, Boston. (860)435-2541 ext. 851.

22-26 — Annual conference, Institute of Certified Financial Planners. San Diego Marriott. (800)322-4237.

23-25 — Annual conference, National Endowment for Financial Education. Marriott City Center, Denver. (303)220-4876.

23-25 — National conference, College for Financial Planning.
Marriott City Center, Denver. (800)553-5343.

26-29 — Discover 98: DataLynx financial adviser conference. Westin Hotel, Denver. (800)DataLynx.

26-31 — Financial analysts seminar, Association for Investment Management and Research. Northwestern University, Evanston, Ill. (804)963-6880.

27-29 — Broker-dealer division, International Association for Financial Planning. Adams Mark, Denver. (800)945-4237.

AUGUST

3-4 — Strategic planning in investor relations, National Investor Relations Institute. Loews Hotel, Annapolis, Md. (703)506-3570.

2-9 — Residency program, Institute of Certified Financial Planners. Clark Kerr Campus, University of California, Berkeley. (800)322-4237.

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.

SEPTEMBER:

10-11 — Investment adviser basic training, National Regulatory Services. Sheraton Executive Center, New York. (860)435-2541 ext. 851.

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.

15 — Investor relations for the small-cap company, National Investor Relations Institute. Fairmont Hotel, San Francisco. (703)506-3570.

16 — Technology in investor relations, National Investor Relations Institute. Fairmont Hotel, San Francisco. (703)506-3570.

17-18 — Financial analysis, part 3: Valuation applications, National Investor Relations Institute. Fairmont Hotel, San Francisco. (703)506-3570.

17-18 —
Midwest regional conference, National Association of Personal Financial Advisors. Best Western, Chicago. (312)201-0991.

26-29 — Annual banking industry forum, American Bankers Association. Hyatt Grand Cypress, Orlando, Fla. (202)663-5469.

OCTOBER:

1-4 — Mid-Atlantic district conference, Securities Industry Association. Homestead, Hot Springs, Va. (212)618-0577.

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 Hotel. (610)526-2556.

5-8 — Introduction to investor relations, National Investor Relations Institute. Plaza Hotel, New York. (703)506-3570.

11-14 — Investment management and trust marketing conference, Bank Marketing Association. Westin Hotel, Seattle. (202)663-5469.

11-14 — International auditors division conference, Securities Industry Association. Saddlebrook Resort, Tampa, Fla. (212)618-0577.

13-14 — Investment adviser and broker-dealer compliance conference, National Regulatory Services. Silverado Resort, Napa, Calif. (860)435-2541.

15-17 — Investment management exposition, Investment Management Consultants Association. J.W. Marriott, Houston. (303)770-3377.

15-18 — Masters retreat, Institute of Certified Financial Planners. Saddlebrook Resort Tampa Bay. (800)322-4237.

26-28 — Annual meeting, Limra International. Hyatt Regency Chicago. (860)298-3959.

29-30 — Nuts and bolts of initial public offerings, National Investor Relations Institute. Sheraton Boston Hotel. (703)506-3570.