CALENDAR

JUNE

10-12 — The winning formula for investment management consultants, Institute for Investment Management Consultants. New York Athletic Club. (800)449-4462.

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

15 — Financial statement analysis techniques, Dun & Bradstreet. Marriott Financial Center, New York. (212)692-6600.

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

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

16 — The importance of cash-flow analysis, Dun & Bradstreet. Holiday Inn Princeton, South Brunswick, N.J. (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 — 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 — Do your investment policy statements cut it? International Association for Financial Planning. Norwalk (Conn.) Inn and Conference Center. (203)335-9046.

18 — 1998 annual meeting and product exposition, International Association for Financial Planning, New York Chapter. Marriott Eastside, New York. (212)892-4042.

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 ext. 851.

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 — The sixth annual leadership institute for women, American College. Gregg Conference Center, American College, Philadelphia. (610)526-1490.

24-25 — Annual private equity summit,

Information Management Network. New York Palace Hotel. (212)768-2800 ext. 1.

JULY

8 — Estate planning conference, Foundation for Accounting Education of the N.Y. State Society of CPAs. Radisson Inn Rochester. (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) education and communication 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, N.Y. State Society of CPAs. Syracuse Marriott. (800)537-3635.

14-15 — Estate planning conference, Foundation for Accounting Education of N.Y. State Society of CPAs. Sheraton New York . (800)537-3635.

14-16 — Financial planning business forum, Total Asset Planning. Grand Hyatt Hotel, New York. (212)944-8501.

15 — Investment advisory services for defined contribution plans, Institute for International Research. Watergate Hotel, Washington. (888)670-8200.

16-18 — 1998 annual personal financial planning 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 N. Y. State Society of CPAs. 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 — 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)328-5969.

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

27-28 — 1998 leveraging advanced technology for mutual funds national forum,

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 N. Y. State Society of CPAs. Sheraton New York Hotel and Towers. (800)537-3635.

28-30 Financial planning business forum, Total Asset Planning. Grand Hyatt Hotel, New York. (212)944-8501.

30 — Taxation of financial products, Foundation for Accounting Education of N.Y. State Society of CPAs. 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 conference, National Association of Personal Financial Advisors. Harrison Conference Center, Lake Bluff, Ill. (800) 366-2732.

9-14 — Investor relations, National Investor Relations Institute. University of Michigan, Ann Arbor. (703)506-3570.

11-13 — Financial planning, Total Asset Planning. Grand Hyatt, New York. (212)944-8501.

16-21 — Planning for the middle-market business client, Center for Accounting and Tax Education. Fallsview Hotel, Ellenville, N.Y. (718)488-1070.

25-27 — Financial planning, Total Asset Planning. Grand Hyatt, New York. (212)944-8501.

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 Hotel, 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.

14-15 — Using distressed securities, International Business Communications Group. Stanhope, N.Y. (508)481-6400.

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