November

2-4

Global Property Market
Conference and Real Estate Forum
MMPI Canada
Toronto, Canada
(800) 660-7083
www.realestateforums.com
5

Fall 2008 Compliance Workshop
Investment Advisor Association
Houston
(307) 733-3332
www.investmentadvisor.org

Fall 2008 Compliance Workshop
Investment Advisor Association
Boston
(307) 733-3332
www.investmentadvisor.org

7-9

FPA Chapters Leaders Conference
Financial Planning Association
Broomfield, Col.
(800) 322-4237
www.fpanet.org

10-13

Northeast/Mid-Atlantic Conference
National Association of Personal Financial Advisors
Hershey, Pa.
(847) 483-5400 x 102
www.napfa.org

13

Distressed Investing: Summit
Financial Research Associates
New York City
(800) 280-8440
www.frallc.com

2008 Cerulli Strategy Forum
Cerulli Associates
Boston
(617) 437-0084
www.cerulli.com

13-14

2008 ASPPA Cincinnati Pension Conference
American Society of Pension Professionals and Actuaries
Northern Kentucky Convention Center
Cincinnati, OH
(703) 516-9300
http://www.asppa.org/archive/conf/2008/2008cincy.htm

17-19

Advances in Asset Allocation
CFA Institute
London, U.K.
(800) 247-8132
www.cfainstitute.org

Valuation of Hard-to-Value Securities and Portfolios
Financial Research Associates
New York City
(800) 280-8440
www.frallc.com

19-21

Annual Convention
National Association of Real Estate Investment Trusts
San Diego, Calif.
(800) 3-NAREIT
www.nareit.com/meetings/

Knowledge Summit
The American College
Waikiki, Hawaii
(888) 795-6310
www.theamericancollege.edu/summit2008/

20-21

Effective Hedge Fund Tax Practices
Financial Research Associates
New York City
(800) 280-8440
www.frallc.com

22-24

Asset Allocation for Private Clients
CFA Institute
Atlanta
(800) 247-8132
www.cfainstitute.org

December

2-3

Equity Research and Valuation Techniques
Toronto, Ontario
(800) 247-8132
www.cfainstitute.org

2-4

European Investment Conference: Global Strategies for Success
CFA Institute
Amsterdam, Netherlands
(800) 247-8132
www.cfainstitute.org

4

GIPS Standards Interactive Workshop
Toronto, Ontario
(800) 247-8132
www.cfainstitute.org

Fall 2008 Compliance Workshop
Investment Advisor Association
Chicago
(307) 733-3332
www.investmentadvisor.org

16-17

Distressed Investment Summit
Information Management Network
La Quinta, Calif.
(212) 901-0526
www.imn.org

What: SourceMedia's Financial Behavior in Reitrement Conference, presented by Financial Planning magazine

When: Nov. 13-14

Where: Doral Resort and Spa; Miami; www.doralresort.com

How: via Miami International Aiport or Fort Lauderdale International Airport

How Much: Conference Rate: $495-$1,295; Hotel Rate: $229 per night

Why:
To hear from featured speakers:
Tom Nelson, COO of AARP; Mark Schlafly, president and CEO of FSC Securities; Susan Bradley, founder of Sudden Money Institute; Sandra Timmerman, director of the MetLife Mature Market Institute
To learn from sample sessions:
Building a Retirement-Oriented Practice; Planning for Longevity; Working With Multiple Generations; Dealing With Power of Attorney
For coverage of hot topics:
Communicating with retirees; financial advisors' evolving role in health planning; retirement income planning solutions
To meet fellow professionals:
200 financial services professionals are expected to attend

Eat:
Windows on the Green, (305) 591-6616, seafood, entrees: $27
Soo Woo, (305) 477-4477, Japanese steakhouse, entrees: $18
Chispa, (305) 591-7166, Spanish, entrees: $24

Play: Bayside Marketplace, South Beach, Key Biscayne, Doral City

Contact: (800) 803-3424; www.sourcemediaconferences.com/FBR08/