January

6 | Life Planning Mastery

Kinder Institute of Life Planning

Boston

(978) 486-8053

www.kinderinstitute.com

 

13 | Complete Course in Risk Management

CFA Institute

Washington, D.C.

(800) 247-8132

www.cfainstitute.org

 

20 | Investments Roundtable for Senior Professionals

CFA Institute

Greenwich, Conn.

(800) 247-8132

www.cfainstitute.org

 

20-12 | Energy Investment Forum

Opal Financial Group

Austin, Texas

(212) 532-9898

www.opalgroup.net

 

27 | Impact Investing & Responsible Investment Strategies

Financial Research Associates

New York City

(800) 280-8440

www.frallc.com

 

31 | OneVoice2011: FSI Broker-Dealer Conference

Financial Services Institute

Phoenix

(888) 373-1840

www.financialservices.org

 

February

6-8 | Fourth Annual Inside ETF Conference

CFA Institute

Hollywood, Fla.

(800) 247-8132

www.cfainstitute.org

 

7-8 | Consultants Conference

Investment Management Consultants Association

New York City

(303) 770-3377

www.imca.org

 

15 | Investing in the Developing World

CFA Institute

New York City

(800) 247-8132

www.cfainstitute.org

 

24-25 | AML Conference

Florida International Banker's Association

Miami

(305) 579-0086

www.fiba.net

 

28 | Active/Passive Investor Summit

Information Management Network

New York City

(212) 768-2800

www.imn.org

 

28 | Investment Education Symposium

Opal Financial Group

New Orleans, La.

(212) 532-9898

www.opalgroup.net

 

March

3-5 | Business Solutions

Financial Planning Association

Boston

(800) 322-4237

www.fpa.net

 

7 | Fixed-Income Conference

Financial Industry Regulatory Authority

New York City

(212) 858-7000

www.finra.org

 

10-11 | Compliance Conference

Investment Adviser Association

Arlington, Va.

(202) 293-4222

www.investmentadviser.org

 

14-15 | Distressed Investment Summit

Information Management Network

Huntington Beach, Calif.

(212) 224-3248

www.imn.org

 

April

7-8 | Private Client Conference

Securities Industry and Financial Markets Association

New York City

(212) 313-1200

www.sifma.org

 

 

DESTINATION

 

WHAT: Technology Tools for Today

 

WHEN: Feb. 16 -19, 2011

 

WHERE:Weston, Fla.

 

HOW: via Fort Lauderdale-Hollywood

International Airport

 

HOW MUCH: Conference: $275 to $400; Hotel rate: $189 per night

 

WHY:

To hear from featured speakers:

Bill Crager, president of Envestnet; Julien Mordecai, co-founder AllBackOffice Consulting; Peter Montoya, founder of Peter Montoya

To learn from sample sessions:

Advisor Websites; Asset Dedication: Linking Financial Planning and Asset Allocation; What's New in Financial Planning Software?; Tackling Social Media Compliance and Risk Challenges; Issues When Dealing with Technology Service Providers

For coverage of hot topics:

Financial planning software, working through issues with institutional technology partners, outsourcing PMS, post-recession planning, straight-through processing and eSignatures, touchscreen technology, iPad productivity

To hear from featured speakers:

At least 400 financial services professionals are expected to attend

 

EAT:

* Café Vico, Italian, entrées: $20 -$30; (954) 565-9681

* Trina Restaurant & Lounge, Fusion, entrées: $12-$39; (954) 567-8070

* Café Sharaku, French/Asian, entrées: $31-$50; (954) 563-2888

 

PLAY:

Carrie B Cruises, Fort Lauderdale Antique Car Museum, Smith & Jones, Independence Brewery, New River Gallery, Lady Helen Fishing Charters

 

Contact: (866) 320-0861, ext. 4

www.virtualofficenews.com