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On The Road

By Editorial Staff
June 1, 2010
¦
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June

2-3 NorCal Conference

* Financial Planning Association * San Francisco * (800) 487-1497 * www.fpanet.org

 

2-4 Women Business Leaders Forum

* American Society of Pension Professionals and Actuaries * San Antonio, Texas * (703) 516-9300 * www.asppa.org

 

3-4 Fifth Annual Conference for

African-American Financial Professionals * The American College * Atlanta * (610) 526-1450 * www.theamericancollege.edu

 

8-9 Asset Allocation for Private Clients

* CFA Institute * Bellevue, Wash. * (800) 247-8132 * www.cfainstitute.org

 

9-11 REIT Week

* National Association of Real Estate Investment Trusts * Chicago * (800) 3NAREIT * www.reit.com

 

10 -11 Acopa Advanced Actuarial

Conference * American Society of Pension Professionals and Actuaries * Chicago * (703) 516-9300 * www.asppa.org

 

14-16 Wealth Management in Practice

* CFA Institute * Philadelphia * (800) 247-8132 * www.cfainstitute.org

 

16-17 Great Lakes Benefit Conference

* American Society of Pension Professionals and Actuaries * Chicago * (703) 516-9300 * www.asppa.org

 

22-24 Technology Expo

* Securities Industry and Financial Markets Association * New York City * (212) 313-1210 * www.sifma.org

 

24 Annual Meeting

* CFA Society of Atlanta * Atlanta * (800) 247-8132 * www.cfainstitute.org

 

26-30 Financial Analysts Seminar

* CFA Institute * Chicago * (800) 247-8132 * www.cfainstitute.org

 


 

July

12 Northeast Area Benefits

Conference * American Society of Pension e Professionals and Actuaries * Boston* (703) 516-9300 * www.asppa.org

 

13 Northeast Area Benefits

Conference * American Society e of Pension Professionals and e Actuaries* New York City * (703) 516-9300* www.asppa.org

 

13-15 Advances in Asset Allocation

* CFA Institute * New York City * (800) 247-8132 * www.cfainstitute.org

 

13-16 Operations & Technology

Conference * Insured Retirement Institute

* Boston * (202) 469-3016 * www.irionline.org

 

18-20 Western Benefits Conference

* American Society of Pension Professionals and Actuaries * Los Angeles * (703) 516-9300 * www.asppa.org

 

19-20 Advanced CIMA Workshop: The Best of Wharton * Investment Management Consultants Association * Philadelphia * (303) 770-3377 * www.imca.org

 

26-28 Life Cycle Investing for Financial Planners * Financial Planning Association * Boston * (617) 353-4248 * www.fpanet.org

 

26-30 Financial Analysts Seminar

* CFA Institute * Chicago * (800) 247-8132 * www.cfainstitute.org

 

29-30 Core Competency Conference

* National Association of Personal Financial Advisors * Atlanta * (800) 366-2732 * www.napfa.org

 

 


 

What: Financial Planning Association's Annual Conference

 

When: October 9-12, 2010

 

Where: Colorado Convention Center; Denver

 

How: via Denver International Airport

 

How much: Conference rate: members: $675-$875; non-members: $875-$975; Hotel: $142-$240 per night

 

Why:

To hear from featured speakers: Stephanie Bogan, founder, Quantuvis Consulting; Eric Kies, vice president and COO, The Planning Center; Deborah Fox, founder, Fox College Funding; Carolyn McClanahan, founder, Life Planning Partners; Marion Asnes, editor in chief, Financial Planning;

To learn from sample sessions: Insulating Your Clients From Volatility, CRM Financial Planning Software, The New Ins and Outs of Obtaining Health Insurance Coverage

For coverage of hot topics:

technology, healthcare, behavioral finance, estate planning, planning for volatility, protecting income

To meet fellow professionals:

About 2,500 financial services professionals are expected to attend.

 

Eat:

The Fresh Fish Co., seafood,

entrées: $18; (303) 740-9556

Simms Steakhouse, American,

entrées: $29; (303) 237-0465

Tamayo, Mexican, entrées: $25;

(720) 946-1433

 

Play: Rocky Mountain National Park, Pikes Peak, Cheyenne Mountain Zoo, Manitou Springs, Seven Falls, Argo Gold Mine and Mill

 

Contact: (800) 322-4237; www.fpaannualconference.org