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