CALENDAR

May

20 — Regional conference, International Association for Financial Planning, Greater Boston Chapter. Sheraton Needham, Mass. (888)GBC-IAFP.

20 — Fund selection and analysis, Morningstar. Boston Marriott Copley Place. (800)735-0700.

20-21 — Annual spring conference, National Defined Contribution Council. Fairmont Copley Plaza, Boston. (303)770-5353.

21 — Fund selection and analysis, Morningstar. Crowne Plaza, New York. (800)735-0700.

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, 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

3-4 — Software mergers and acquisitions, Executive Enterprises. Royal Sonesta Hotel, Cambridge, Mass. (800)831-8333.

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

4-5 — Summit on retirement savings, American Savings Education Council. Hyatt Regency on Capitol Hill, Washington. (202)775-9130.

4-5 — Reporting investment performance: meeting the needs of clients, Association for Investment Management and Research. Hyatt Regency Embarcadero, San Francisco. (804)963-6880.

4-5 — Annual international forum: offshore funds, International Business Communications Group PLC. Essex House, New York. (508)481-6400.

3-6 — Third annual savings, retirement and estate planning conference, Securities Industry Association. Westin Hotel Tabor Center, Denver. (212)618-0577.

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.

10-12 — New York sales and marketing conference, Institute for Investment Management Consultants. New York Athletic Club. (800)449-4462.

14-16 — 1998 regulatory affairs, National Association for Variable Annuities. Westin City Center, Washington. (703)620-0674.

15 — The importance of cash-flow analysis, Dun & Bradstreet. Marriott Financial Center, New York. (212)692-6600.

15 — Financial statement analysis techniques, Dun & Bradstreet. Marriott

Financial Center, New York. (212)692-6600.

16 — Financial statement analysis techniques, Dun & Bradstreet. Holiday Inn Princeton (N.J.). (212)692-6600.

16 — The importance of cash-flow analysis, Dun & Bradstreet. Holiday Inn Princeton. (212)692-6600.

17 — Financial statement analysis techniques, Dun & Bradstreet. Headquarters Plaza Hotel, Morristown, N.J. (212)692-6600.

17 — The importance of cash-flow analysis, Dun & Bradstreet. Headquarters Plaza Hotel, Morristown, N.J. (212)692-6600.

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

18 — Financial statement analysis techniques, Dun & Bradstreet. Radisson Hotel, Boston. (212)692-6600.

18 — The importance of cash-flow analysis, Dun & Bradstreet. Radisson Hotel, Boston. (212)692-6600.

18-19 — Annual congress on the psychology of investing, Massachusetts Mental Health Center. Copley Plaza Hotel, Boston. (617)734-1300, ext. 469.

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

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

19 — Small-cap conference, Red Chip Review. New York Marriott Marquis. (888)733-2447.

18-20 — Expo ’98 and 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.

22 — Mutual fund disclosure for compliance professionals, National Regulatory Services Inc. San Francisco Marriott. (860)435-2541 ext. 851.

22-23 — Capturing IRA rollovers, Institute for International Research. Back Bay Hilton, Boston. (888)670-8200.

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

23-25 — Financial planning business forum, Total Asset Planning. Grand Hyatt Hotel, New York. (212)944-8501.

24-25 — Public retirement programs, Institute for International Research. Hotel Nikko, San Francisco. (888)670-8200.

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

JULY

8 — Estate planning conference, Foundation for Accounting Education of the

New York State Society of Certified Public Accountants. Radisson Inn Rochester, N.Y. (800)537-3635.

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

9-10 — Designing and marketing 401(k) programs, International Business Communications Group. New York Hilton and Towers. (508)481-6400.

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-cap to mid-cap CEOs and chief financial officers, National Investor Relations Institute. Fairmont/Copley Plaza, Boston. (703)506-3570.

13-14 — 1998 integrating private banking, brokerage and trust services, Institute for International Research. Radisson Empire Hotel, New York. (888)670-8200.

13-17 — Business development retreats, Investment Management Consultants. Marriott Mountain Resort, Vail, Colo. (404)873-0099.

14 — Tax planning for individuals, Foundation for Accounting Education of the New York State Society of Certified Public Accountants. Syracuse Marriott, N.Y. (800)537-3635.

14-15 — Estate planning conference, Foundation for Accounting Education of the New York State Society of Certified Public Accountants. Sheraton New York Hotel and Towers. (800)537-3635.

16-18 — 1998 annual PFP conference, LINC. San Francisco Grand Hyatt Hotel. (615)782-4240.

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 — Bankruptcy and reorganization, Foundation for Accounting Education of the New York State Society of Certified Public Accountants. New York Hilton Hotel and Towers. (800)537-3635.

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 Hotel and Marina. (800)322-4237.

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

23-25 — Personal financial planning: moving into the next millennium, 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.

27-28 — 1998 national forum on leveraging advanced technology for mutual funds, Institute for International Research. Radisson Hotel, Boston. (888)670-8200.

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

28 — Tax planning for individuals, Foundation for Accounting Education of the New York State Society of Certified Public Accountants. Sheraton New York Hotel and Towers. (800)537-3635.

30 — Taxation of financial products, Foundation for Accounting Education of the New York State Society of Certified Public Accountants. Sheraton New York Hotel and Towers. (800)537-3635.

AUGUST

3-4 — Strategic planning, 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.

16-22 — Stay on the cutting edge, Center for Accounting and Tax Education. Falls-view Hotel, Ellenville, N.Y. (718)488-1072.

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.

15 — Planning pays off, International Association for Financial Planning, Northeast Wisconsin Chapter. Oshkosh Hilton Convention Center. (920)757-6460.

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

17-18 — Financial analysis, part three: 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.