June

7-9 | REIT Week

National Association of Real Estate Investment Trusts

New York

(800) 3NAREIT

www.reit.com

 

9-11 | Knowledge Summit

The American College

Las Vegas

(610) 526-1000

www.theamericancollege.edu

 

14-16 | Financial Services Tech Leaders and Forum

Securities Industry

and Financial Markets

Association

New York

(212) 313-1200

www.sifma.org

 

15 | Home Run Annual

CFA Detroit

Detroit

(586) 746-1262

www.cfadetroit.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

 

26-28 | Government, Legal & Regulatory Conference

Insured Retirement Institute

Washington, D.C.

(202) 469-3000

www.iriconferences.org

 

July

 

10-14 | Investment Management Workshop

CFA Institute

Boston

(800) 247-8132

www.cfainstitute.org

 

12 | Northeast Area Benefits Conference

American Society of Pension Professionals & Actuaries

Boston

(703) 516-9300

www.asppa.org

 

13 | Dodd-Frank Impact Analysis

Securities Industry

and Financial Markets

Association

New York

(212) 313-1200

www.sifma.org

 

18-19 | Advanced CIMA Workshop

Investment Management Consultants Association

Boston

(303) 770-3377

www.imca.org

 

24-27 | Western Benefits Conference

American Society of Pension Professionals & Actuaries

Las Vegas

(703) 516-9300

www.asppa.org

 

25-29 | Financial Analysts Seminar

CFA Institute

Chicago

(800) 247-8132

www.cfainstitute.org

 

27 | Basic Financial Modeling

CFA Institute

New York

(800) 247-8132

www.cfainstitute.org

 

 

DESTINATION

WHAT: 2011 National Association of Personal Financial Advisors, Core Competency

 

WHEN: July 21-22, 2011

 

WHERE: Hyatt on Capital Square, Columbus, Ohio

 

HOW: via Port Columbus International Airport

 

HOW MUCH: Conference: $325 to $525;

Hotel rate: $125 per night

 

WHY:

To hear from featured speakers:

Natalie Choate, attorney, Nutter McClennen & Fish; Richard Ferri, chief executive officer, Portfolio Solutions; Donald R. Haurin, chairman and professor of economics, Ohio State University

 

To learn from sample sessions:

Best & Worst Planning Ideas for Clients' Retirement Benefits; The Demise of Buy & Hold Is Greatly Exaggerated; Your Clients & their Assets: Are You Telling Them The Whole Story?; Non-Tax Uses of Trusts

 

For coverage of hot topics:

Medicare updates; Social Security claim strategies & tools; reducing college costs; improving cash flow management; Roth immersion workshop

 

To meet fellow professionals:

About 100 financial services professionals are expected to attend.

 

EAT:

* The Top Steakhouse, steakhouse; entrees: $40; (614) 231-8238

* Basi Italia, Italian; entrees: $21-$30; (614) 294-7383

* Barcelona Restaurant & Bar, Spanish; entrees: $31-$40; (614) 443-3699

 

PLAY:

Center of Science and Industry, Topiary Garden, German Village, Short North Arts District, Camp Chase Confederate Cemetery

 

Contact: (847) 483-5400;

www.napfa.org