September

12-17 Life Planning Training

* Kinder Institute of Life Planning

* Beverly, Mass.

* (978) 486-8053

* www.kinderinstitute.com/events

20-22 Annual Conference & Exhibition

* Institute of Financial Planning

* Newport, South Wales, U.K.

* 0117 9452470

* www.financialplanning.org.uk

20-212010 Employee Benefits Conference

* American Society of Pension Professionals and Actuaries

* National Harbor, Md.

* (703) 516-9300

* www.asppa.org

21-22 8th Annual Alternative Investments Summit

* Information Management Summit

* San Diego * (212) 768-2484

* www.secure.imn.org

21-22 Sub-Advised and Multi-Managed Funds Forum

* Financial Research Associates

* Boston * (800) 280-8440

* www.frallc.com

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

26-29 Tax and Accounting Conference

* Investment Company Institute

* Phoenix * (202) 326-5968

* www.ici.org

27-28 Managed Accounts & Investment

Solutions Summit

* Financial Research Associates

* New York City

* (800) 280-8440

* www.frallc.com

October

4-5 Fixed-Income Management Conference

* CFA Institute

* Newport Beach, Calif.

* (800) 247-8132

* www.cfainstitute.org

9-12 Annual Conference

* Financial Planning Association

* Denver * (800) 322-4237

* www.fpanet.org

21 ETF 360

* SourceMedia

* New York City

* (800) 803-3424

*www.financial-planning.com/etf

25 Women Advisors Forum

* SourceMedia * Boston

* (800) 803-3424

* www.financial-planning.com/wafb10

26-29 Impact 2010 Conference

* Schwab Advisor Services

* Boston * (866) 405-2516

* www.impact.schwab.com

November

8-9 Advanced Wealth Management

* Investment Management Consultants Association

* San Francisco

* (303) 770-3377

* www.imca.org

9-10 Advertising Regulation Conference

* Financial Industry Regulatory Authority

* Washington, D.C.

* (202) 728-6956

* www.finra.org

11-12 Annual Fall Solutions

* Money Management Institute

* New York City

* (202) 822-4949

* www.mminst.org

19-20 Certification Examination

* CFP Board of Standards

* various national sites

* (800) 487-1497

* www.cfp.net

What: SourceMedia's Financial Behavior in Retirement Summit

When: Nov. 15-16, 2010

Where: The Fairmont, Chicago

How: via O'Hare International Airport

How much: Conference rate: $295-$895; hotel: $199 per night

Why:

To hear from featured speakers:

Peng Chen, president of Ibbotson Associates; Tim Noonan, managing director of Capital Market Insights; and Gregory Salsbury, executive vice president of Jackson National Life Distributors

To learn from sample sessions:

Avoidance Behavior of Retirees; Financial Therapy: Really Knowing Who Your Clients Are; Hyperbolic Discounting: The Impact of Time on Asset Allocation Decisions

For coverage of hot topics:

Creating retirement income streams, motivators behind retiree behavior, planner/therapist alliances, innovations and regulatory, how retirees spend wealth

To meet fellow professionals:

More than 150 financial services

professionals are expected to attend.

Eat:

Sunda, Sushi, Asia, entrées: $20-$40, (312) 644-0500

Frontera Grill, Mexican, entrées: $40, (312) 661-1434

Lawry's The Prime Rib, Steakhouse, entrées: $30-$40, (866) 691-6168

Play:

Bobby's Bike Hike, Chicago History Museum, Kingston Mines