September

3-6

Western Conference
National Association of Personal Financial Advisors
Denver
(847) 483-5400 x 102
www.napfa.org

9

Regulation and Compliance Conference
FINRA
New York City
(212) 858-4119
www.finra.org

12

Technology Trends for 2008 and Beyond
Financial Planning Association
Stamford, Conn.
(877) 777-0600
www.fpaghv.com

15

Fall Regional Conference 2008
TD Ameritrade
Chicago, Illinois
http://www.tdameritradeconferences.com/partnership/

Marketing and Advertising Compliance Forum for Investment Advisors
Financial Research Associates
New York City
(800) 280-8440
www.frallc.com/calendar.aspx

The Manager Search and Selection Forum—West Coast
Financial Research Associates
San Francisco
(800) 280-8440
www.frallc.com/calendar.aspx

22

Boston Sub-Advised Funds Forum
Financial Research Associates
Boston
(800) 280-8440
www.frallc.com/calendar.aspx

23

Small Firm Conference
FINRA
Chicago
(212) 858-4119
www.finra.org

23-26

IMPACT Conference 2008
Charles Schwab Corp.
Atlanta
(866) 405-2516
www.impact.schwab.com

24

Managed Account and UMA Summit
Financial Research Associates
Las Vegas
(800) 280-8440
www.frallc.com/calendar.aspx

October

2-3

Advertising Regulation Conference
FINRA
Washington
(212) 858-4119
www.finra.org

4-7

FPA Boston 2008
Financial Planning Association
Boston
(800) 322-4237
www.fpanet.org

5-7

2008 Annual Meeting
NAVA
Philadelphia
(703) 707-8830
www.navanet.org

5-8

Life Planning Conference USA
Kinder Institute
Estes Park, Colo.
(978) 486-8750
www.kinderinstitute.com/events

6-7

Fixed Income Management
CFA Institute
Newport Beach, Calif.
(800) 247-8132
www.cfainstitute.org

14-15

CEO Summit
Tiburon Advisors
San Francisco
(415) 789-2540
www.tiburonadvisors.com

16

Annual Symposium
Financial Planning Association of Northeast Florida
University of North Florida University Center
Jacksonville, Fla.
www.northeastfloridafpa.org

16-17

bulletMMI Fall Conference
The Money Management Institute
New York City
(202) 822-4949
www.mminst.org/365

22-24

Fall Securities Conference
FINRA
Carlsbad, Calif.
(212) 858-4119
www.finra.org

Integrating People + Process + Technology Conference
National Association of Personal Financial Advisors
Las Vegas
(847) 483-5300 x 102
www.napfa.org

23

Retiree Group Market
Financial Research Associates
Nashville, Tenn.
(800) 280-8440
www.frallc.com/calendar.aspx

What: SRI in the Rockies Conference

When: October 26-29

Where: Fairmont Chateau Whistler; (800) 606-8244; www.fairmont.com/whistler; Whistler, B.C.

How: via Vancouver International Airport

How Much: Conference Rate: $945-$1,145; Hotel Rate: $159 per night

Why: To hear from featured speakers: Peter Kinder, president of KLD Research and Associates; David Brancaccio, host, senior editor, reporter of NOW on PBS; Lisa Woll, CEO of Social Investment Forum; Sarah Forrest, executive director of Goldman Sachs Sustain in London.

To learn from sample sessions: The Mortgage Crisis: Industry Responses and Next Steps for Responsible Investing; Integrating ESG Into Mainstream Investing; SRI vs. Sustainability: Bridging the Gap Between the Fundamentals and SRI; The Global War Crisis: A Social Challenge and Investment Opportunity.

For coverage of hot topics: Energy and emerging markets, SRI, ESG, clean tech, universal ownership theory, local and global opportunities.

To meet fellow professionals: 700 SRI industry practitioners and other professionals are expected to attend

EAT:
-The Wildflower; (604) 938-2090; entrees $21
-The Wine Room; (604) 938-2033; price fixed $45
-The Chalet, fondue; (604) 938-2090

Play: Vida Wellness Spa, Robert Trent Jones Jr. golf course, swimming, hiking

Contact: (888) 774-2663; www.sriintherockies.com