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

 

5-6 | Mid-Atlantic

Benefits Conference

American Society of

Pension Professionals

& Actuaries

Philadelphia

(703) 516-9300

www.asppa.org/mabc

 

16-18 | Annual Conference

Investment Management Consultants Association

Las Vegas

(303) 770-3377

www.imca.org

 

18-20 | National 2011

National Association of

Personal Financial Advisors

Salt Lake City

(847) 483-5400

www.napfa.org

 

23-25 | Future of Life-Cycle Saving and Investing

CFA Institute

Boston

(800) 247-8132

www.cfainstitute.org

 

23-25 | Annual Conference

Financial Industry

Regulatory Authority

Washington

(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

 

June

7-9 | REIT Week

National Association of Real Estate Investment Trusts

New York

(800) 3NAREIT

www.reit.com

 

14-16 | Financial Services Tech Leaders and Forum

Securities Industry

and Financial Markets

Association

New York

(212) 313-1200

www.sifma.org

 

16-17 | Global Fixed-Income Management

CFA Institute

Toronto

(800) 247-8132

www.torontocfa.ca

 

20 | Women Advisors Forum

SourceMedia

Chicago

(800) 803-3424

www.financial-planning

.com/conferences

 

 


 

WHAT: Pershing Insite 2011

WHEN: June 8-10, 2011

WHERE: Westin Diplomat, Hollywood, Fla.

HOW: via Ft. Lauderdale-Hollywood International Airport

HOW MUCH: Conference: $195 to $395;

Hotel rate: $259 per night

WHY:

To hear from featured speakers:

George W. Bush, 43rd president of the United States; Gordon Brown, former prime minister of Great Britain; Richard Hoey, chief economist, BNY Mellon and The Dreyfus Corp.

To learn from sample sessions:

Educating the Generations of Wealthy Clients; Fixed to Flexible: Implementation Across the Managed Account Spectrum; Capturing the Retirement Income Opportunity; Get Those Assets Off the Sidelines; Utilizing Structured Products

For coverage of hot topics:

Profitable pricing practices; 2011 cost basis requirements; incorporating annuities into the business model; understanding managed futures

To meet fellow professionals:

About 1,000 financial services professionals are expected to attend.

EAT:

* Satoro, Mediterranean; entrées: $20 to $25; (954) 374-9687

*Nakorn Thai & Sushi, Thai; entrées: $31; (954) 921-1200

* Hollywood Prime, steak, seafood; entrées: $40; (954) 602-8393

PLAY:

Ann Kolb Nature Center, Hollywood Beach, Club at Emerald Hills, O'Hara's Hollywood, Cuenca Cigars, Seminole Hard Rock Hollywood Casino

Contact: (800) 445-4467;

www.pershing.com/events