CALENDAR

JULY

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

8 – Estate planning conference, 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 – Achieving goals through asset allocation and professional management,

Conrad Capital Management Inc. Publick House, Southampton, N.Y. (516)784-7878.

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 conference, 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 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 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 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.

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.

4 – Financial career fair, Career Fairs International. Marriott Chicago. (312)697-4717.

5 – Financial career fair, Career Fairs International. Clarion Hotel at O’Hare, Rosemont, Ill. (312)697-4717.

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.

10-11 – PPGA Forum, Limra International. Hyatt O’Hare Hotel, Chicago. (860)298-3959.

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

9 – Investment partnerships conference, Foundation for Accounting Education. Sheraton New York Hotel and Towers. (800)537-3635.

9-10 – Investment management compliance, International Business Communications Group. New York Hilton & Towers. (508)481-6400.

9-11 – Group Insurance and managed health care marketing and sales, Limra International. Sheraton Centre Toronto Hotel. (860)298-3959.

9-11 – Retirement and investment marketing and sales, Limra International. Sheraton Centre Toronto Hotel. (860)298-3959.

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.

14-15 – Hedge fund styles and strategies,

Institute for International Research. Marriott East Side Hotel, New York. (888)670-8200.