July

12 Northeast Area Benefits

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

13 Northeast Area Benefits

Conference

* American Society

of Pension Professionals and

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

August

11-13 Larger Firm Exchange

* National Association of Personal Financial Advisors

* Newport, RI

* (800) 366-2732

* www.napfa.org

13-14 ACOPA Actuarial Symposium

* American Society of Pension Professionals and Actuaries

* Las Vegas * (703) 516-9300

* www.asppa.org

16-21 Advanced Risk & Portfolio

Management Bootcamp

* CFA Institute/Baruch College

* New York City

* (800) 247-8132

* www.cfainstitute.org

September

20-22 Annual Conference & Exhibition

* Institute of Financial Planning

* Newport, South Wales, U.K.

* 0117 9452470

* www.financialplanning.org.uk

20-21 2010 Employee Benefits

Conference * American Society of Pension Professionals and Actuaries

* National Harbor, Md.

* (703) 516-9300

* www.asppa.org

22-24 Practice Management and

Investments * National Association

of Personal Financial Advisors

* San Diego

* (800) 366-2732

* www.napfa.org

23 Certificant Connection

* CFP Board of Standards

* San Francisco * (800) 847-1497

* www.cfp.net

24 Certificant Connection

* Seattle * (800) 847-1497

* www.cfp.net

26-29 Tax and Accounting Conference

* Investment Company Institute

* Phoenix

* (202) 326-5968

* www.ici.org

What: Charles Schwab's Impact 2010 Conference

When: October 26-29, 2010

Where: Boston Convention and Exhibition Center

How: via Logan International Airport

How much: Conference rate: $899-$1,000; Hotel rate: $250-$300 pernight

Why:

To hear from featured speakers:

Condoleeza Rice, former U.S. Secretary of State; Henry M. Paulson, former U.S. Treasury Secretary; Chris Hughes, co-founder of Facebook; Biz Stone, co-founder of Twitter; Daniel Gilbert, professor of psychology at Harvard University and author

For coverage of hot topics:

Amended custody rule, sovereign debt and alternative investments, using social media, finding your ideal client

To meet fellow professionals:

Approximately 3,000 financial services professionals are expected to attend.

Eat:

Atlantic Fish Co., seafood,

(617) 267-4000, entrees $30 -$40

Epiphany, American & Asian,

(617) 338-7999, entrees $31-$40

Meze Estiatorio, Greek,

(617) 242-6393, entrees $31-$40

Play:

Cashunt Boston, Samuel Adams Brewery, Faneuil Hall Marketplace, Granary Burying Ground, Bumpkin Island

Contact:

(866) 405-2516;

www.impact.schwab.com