April

5-6 | Asset and Risk

Allocation Conference

CFA Society of Chicago

Chicago

(312) 251-1301

www.cfachicago.org

 

6-7 | Sub-Advised

Funds Forum

Financial Research

Associates

Boston

(800) 280-8440

www.frallc.com

 

7-8 | Private Client

Conference

Securities Industry and

Financial Markets

Association

New York City

(212) 313-1200

www.sifma.org

 

19-20 | Women Advisors Forum

SourceMedia

New York City

(800) 803-3424

www.sourcemedia.com/events

 

21 | Spring Forum

Financial Planning

Association of New York

New York City

(877) 773-7269

www.fpany.org

 

27 | Planners Conference

Financial Planning

Association of Connecticut

Plantsville, Conn.

(860) 621-9335

www.fpact.org

 

 

May

1-4 | Operations 2011

Securities Industry

and Financial Markets

Association

Bonita Springs, Fla.

(212) 313-1200

www.sifma.org

 

2-5 | Professional

Development Conference

Raymond James Financial

Las Vegas

(800) 248-8863

www.rjfs.com

 

3-6 | Retreat 2011

Financial Planning

Association

Bonita Springs, Fla.

(800) 322-4237

www.fpa.net

 

3-6 | Mid-Atlantic

Benefits Conference

American Society of

Pension Professionals

& Actuaries

Philadelphia

(703) 516-9300

www.asppa.org/mabc

 

18–20 | Annual Conference

Investment Management Consultants Association

Las Vegas

(303) 770-3377

www.imca.org

 

23–25 | Annual Conference

Financial Industry

Regulatory Authority

Washington, D.C.

(212) 858-4119

www.finra.org

 

24-26 | Women Business Leaders Forum

American Society of

Pension Professionals

& Actuaries

Boulder, Colo.

(703) 516-9300

www.asppa.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

www.fpanet.org

 

 

DESTINATION

WHAT: 2011 National Conference

WHEN: May 18 -20, 2011

WHERE: Salt Lake City

HOW: via Salt Lake City International Airport

HOW MUCH: Conference: $695 to $995

Hotel rate: $189 per night

WHY:

To hear from featured speakers:

Eileen McDargh, author and speaker; Douglas Lipp, founder, Douglas Lipp & Associates; Tom Bradley, president, TD Ameritrade Institutional; Ted Klontz, president and executive director, Onsite Workshops; Kenneth R. French, professor of finance at the Tuck School of Business at Dartmouth College; Michael Kitces, director of Research, Pinnacle Advisory Group

To learn from sample sessions:

The Magic of Exceptional Customer Service; Managing and Mentoring Team Members; The Changing Face of Life Insurance; Fee-Only 360: Marketing and Promotion

For coverage of hot topics:

Derivatives in bond funds, Apple products in your practice, non-traditional families, reverse mortgages

To meet fellow professionals:

At least 450 financial services professionals are expected to attend.

EAT:

* Red Iguana, Mexican, entrées: $30, (801) 322-1489

* Donovan's Steak & Chop House, steak, entrees: $31-$50, (317) 694-9445

* Tony Caputo's Market & Deli, Deli/Greek, entrees: $20; (801) 531-8669

PLAY:

Place Heritage Park, Great Salt Lake, Temple Square, Red Butte Garden, Clark Planetarium, Wheeler Historic Farm

Contact: (847) 483-5400;

www.napfa.org