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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
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