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
