July

10-14 | Investment

Management Workshop

CFA Institute

Boston

(800) 247-8132

cfainstitute.org

 

12 | Benefits Conference

American Society of

Pension Professionals

& Actuaries

Boston

(703) 516-9300

asppa.org

 

13 | Dodd-Frank Impact Analysis

Securities Industry

and Financial Markets

Association

New York

(212) 313-1200

sifma.org

 

18-19 | CIMA Workshop

Investment Management Consultants Association

Boston

(303) 770-3377

imca.org

 

18-19 | Hedge Fund

Accounting

Financial Research

Associates

New York

(800) 280-8440

frallc.com

 

18-22 | Risk Management

CFA Institute

Chicago

(800) 247-8132

cfainstitute.org

 

21-22 | Core Competency

National Association of

Personal Financial Advisors

Columbus, Ohio

(847) 483-5400

napfa.org

 

24-27 | Western

Benefits Conference

American Society of

Pension Professionals

& Actuaries

Las Vegas

(703) 516-9300

asppa.org

 

25-29 | Analysts Seminar

CFA Institute

Chicago

(800) 247-8132

cfainstitute.org

 

26 | Basic Financial

Modeling

CFA Institute

New York

(800) 247-8132

cfainstitute.org

 

 

August

11-12 | Registered Program Conference

CFP Board of Standards

Washington

(800) 487-1497

cfp.net

 

12-13 | ACOPA Actuarial Symposium

American Society of

Pension Professionals

and Actuaries

Boston

(703) 516-9300

asppa.org/aas

 

15-20 | Advanced Risk and Portfolio Management Bootcamp

CFA Institute

New York

(800) 247-8132

cfainstitute.org

 

 

September

8-9 | Seven Stages of Money Maturity

Kinder Institute

Westford, Mass.

(987) 486-8053

kinderinstitute.com

 

21 | Market Structure

Securities Industry

and Financial Markets

Association

New York

(212) 313-1200

sifma.org

 

 

DESTINATION

 

WHAT: Financial Planning Experience 2011

 

WHEN: Sept. 15-18, 2011

 

WHERE: San Diego Convention Center

 

HOW: via San Diego International Airport

 

HOW MUCH: Conference: $699 to $1,049;

Hotel rate: $253 to $306 per night

 

WHY:

To hear from featured speakers:

Frank Abagnale, board of editors member, Bank Fraud & IT Security and Financial Fraud Law Report; Alicia Munnell, director, Center for Retirement

Research at Boston College; William C. Taylor, author

To learn from sessions:

After You, Who? Real-Life Business Succession Planning Strategies; Has Diversification Failed Us?; Prepare for Dementia: Effciently Help Clients with Diminished Capacity; Life Without Commission-Life Without Conflict?

For coverage of hot topics:

Apreciating a woman's worth, Annuities in retirement income, becoming a rainmaker, focus on China, winning ethics, diversity and inclusion, integrating future talent into firms

To meet fellow professionals:

About 2,500 financial services professionals are expected to attend.

 

EAT:

 

PLAY:

National Comedy Theatre , Balboa Park, Pacific Surf School, Old Point Loma Lighthouse, Gaslamp Quarter, Carmel Mountain Ranch Golf Course

Contact: (800) 322-4237;

www.fpaanualconference.org