CALENDAR

JULY

6-7 — Writing for investor relations, National Investor Relations Institute. Boston University. (703)506-3580.

8 — Annual report seminar, National Investor Relations Institute. Fairmont Copley Plaza, Boston. (703)506-3580.

8 — Estate planning, Foundation for Accounting Education of the New York State Society of Certified Public Accountants. Radisson Inn Rochester. (800)537-3635.

9 — Communicating with the individual investor, National Investor Relations Institute. Fairmont Copley Plaza, Boston. (703)506-3580.

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 of the New York State Society of Certified Public Accountants. Syracuse (N.Y.) Marriott. (800)537-3635.

14-15 — Estate planning, Foundation for Accounting Education of the New York State Society of Certified Public Accountants. Sheraton New York Hotel and Towers. (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 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 practices, 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 — Personal financial planning: moving into the next millennium, College for Financial Planning. Marriott City Center, Denver. (800)553-5343.

26-29 — Discover 98: financial adviser conference, DataLynx. Westin Hotel, Denver. (800)328-2596.

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, Institute for International Research. Radisson Hotel, Boston. (888)670-8200.

27-29 — Broker-dealer division, International Association for Financial Planning. Adams Mark, 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.

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 the New York State Society of Certified Public Accountants. Sheraton New York Hotel and Towers. (800)537-3635.

AUGUST

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

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

6-7 — Investment adviser basic training, National Regulatory Services. Fairmont, 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 , National Investor Relations Institute. University of Michigan, Ann Arbor. (703)506-3570.

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

SEPTEMBER

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

10-11 — AdviserFocus conference, National Regulatory Services Inc. Hyatt Regency Scottsdale at Gainey Ranch, Ariz. (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.

14-15 — Developing an effective investment strategy using distressed securities, International Business Communications Group. Stanhope, New York. (508)481-6400.

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, San Francisco. (703)506-3570.

17-18 — Bridging the gap between defined-benefit and defined-contribution plans, International Business Communications Group. Crowne Plaza Manhattan, New York. (508)481-6400.

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.

17-18 — Tax-driven wealth preservation and investment strategies, American Conference Institute. Marriott Financial Center, New York. (888)224-2480.

17-19 — Retirement education planning — who’s responsible? International Society for Retirement Planning. Sheraton Tacoma (Wash.) Hotel. (888)456-4777.

24-25 — Global distribution of mutual funds, International Business Communications. New York Hilton and Towers. (508)481-6400.

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

OCTOBER

1-3 — Annual conference, Institute for Investment Management Consultants. J.W. Marriott, Washington. (800)449-4462.

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

2 — Small-cap conference, Red Chip Review. Sheraton Minneapolis Metrodome. (888)733-2447.

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. (610)526-2556.

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

7 — Global investment performance standards, Association for Investment Management and Research. London Kensington Hilton. (804)963-6880.

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

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

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

15-17 — 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.

19-20 — Sixth fall conference, Association of Investment Management Sales Executives. Grand Hyatt, New York. (800)343-5659.