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

 

9 | Education Meeting

Financial Planning Association of New York

New York City

(877) 773-7269

www.fpany.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

 

15-18 | Annual Conference

Futures Industry Association Conference

Boca Raton, Fla.

(202) 466-5460

www.futuresindustry.org

 

17 | Outlook and Opportunities in Natural Gas

CFA Society of St. Louis

St. Louis

(800) 247-8132

www.cfainstitute.org

 

24 | Bull vs. Bear: The Inflation Outlook

Boston Security Analysts Association

Boston

(617) 426-0270

www.bsas.org

 

29 | World Series of ETFs & Indexing

Information Management Network

Boston

(212) 901-0542

www.imn.org

 

April

5-6 | Asset and Risk Allocation Conference

CFA Society of Chicago

Chicago

(312) 251-1301

www.cfachicago.org

 

7-8 | Private Client Conference

Securities Industry and Financial Markets Association

New York City

(212) 313-1200

www.sifma.org

 

21 | Spring Forum

Financial Planning Association of New York

New York City

(877) 773-7269

www.fpany.org

 

27 | Planners Conference 2010

Financial Planning Association of Connecticut

Plantsville, Conn.

(860) 621-9335

www.fpact.org

 

May

3-6 | Retreat 2011

Financial Planning Association

Bonita Springs, Fla.

(800) 322-4237

www.FPARetreat.org

 

24 - June 4 | China Tour

Financial Planning Association

China

(877) 787-2000

www.fpanet.org

 

31-June 1 | NorCal

Financial Planning Association

San Francisco

(800) 322-4237

 

 

DESTINATION

WHAT: Annual Conference, Investment Advisers Association

 

WHEN: April 27 -29, 2011

 

WHERE:Boston Harbor Hotel

 

HOW: via Logan International Airport

 

HOW MUCH: Conference: $925 to $1,295 Hotel rate: $310 per night

 

WHY:

To hear from featured speakers:

Luis A. Aguilar, Commissioner, SEC; Steven Craver, founder and president, Communicate to Connect; Robert Skinner, partner at Ropes & Gray; Robert L. Reynolds, president and chief executive officer, Putnam Investments; Ronald P. O'Hanley, president of asset management and corporate services, Fidelity Investments

To learn from sample sessions:

A View from the SEC; Meeting America's Solvency Challenge; Perspectives on the Business of Asset Management; Asia and Other Emerging Markets: The Good, The Bad and The Ugly

For coverage of hot topics:

Growth strategies that serve clients, organic growth for the best outcome, marketing strategies, innovative distribution trends, advisor networks

 

EAT:

* Atlantic Fish Co., seafood, entrees: $30-$40, (617) 267-4000

* Houston's, American, steak, entrees: $10-$40, (617) 573-9777

* Muqueca, Brazilian, entrees: $20; (617) 354-3296

 

PLAY:

Boston Symphony Orchestra, Shubert Theater-"A Midsummer Night's Dream"; Freedom Trail, Museum of Fine Arts-"Art in Bloom"; Boston Red Sox vs. Seattle Mariners

 

Contact: (202) 293-4222;

www.investmentadviser.org