CALENDAR

MAY

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 and 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.

11 — Retirement-and-estate-planning seminar, Arthritis Foundation, New York Chapter. Chase Manhattan Private Bank, third-floor auditorium, New York. (212)984-8704.

12 — Estate administration conference, Foundation for Accounting Education. Grand Hyatt Hotel, New York. (800)537-3635.

12 — Third annual Ira W. Sohn investment research conference, Sargeant Capital, Seneca Capital and Leifer Capital Management. Grand Hyatt, New York. (212)230-1846.

12-13 — Regional consultants conference, Investment Management Consultants Association. Estates of Sunnybrook, Toronto. (303)770-3377.

12-14 — Fourth annual (not necessarily) small-cap stock conference, Prudential Securities. Grand Hyatt, New York. (212)850-5900.

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

14 — Equity strategies for the new millennium, Eaton Vance Funds. Chicago O’Hare Marriott. (800)225-6265 ext. 129.

14 — Annual law seminar, Charles Group. Grand Hyatt Hotel, New York. (973)575-1444.

13-15 — Annual 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, Calif. (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.

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

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

19 — Symposium ’98, International Association for Financial Planning, Greater Milwaukee Chapter, Sheraton Milwaukee Brookfield. (414)964-3484.

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 Needham, Mass. (888)422-4237.

20-21 –Spring conference, National Defined Contribution Council. Fairmont Copley Plaza, Boston. (303)770-5353.

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

21 — Regional conference for financial advisers, Jack White & Co. Westin Tabor Center, Denver. (800) 582-8585.

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

27 — Equity strategies for the new millennium, Eaton Vance Funds. Columbia (Md.) Inn. (800)225-6265 ext. 129.

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.

30 — Expo ’98, International Association for Financial Planning, Silicon Valley Chapter. University of California Santa Cruz, Cupertino Facility. (650)949-2246.

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.