February

22 | Best of IMCA

Investment Management Consultants Association

Minneapolis (303) 770-3377

imca.org

 

23 | Annual AML Conference Florida International

Banker's Association

Miami (305) 579-0086

fiba-events.net

 

28-29 | Anti-Money Laundering and Financial Crimes

SIFMA

New York (800) 322-4237

sifma.org

 

 

March

1-2 | Insurance & Risk-Linked Securities

Securities Industry and Financial Markets Association

New York (800) 322-4237

sifma.org

 

1-2 | Investing in Emerging Markets

CFA Institute

New York (800) 247-8132

cfainstitute.org

 

2 | Investment Consultants Forum

Opal Financial Group

New York (212) 532-9898

opalgroup.net

 

4-6 | FPA Business Solutions

Financial Planning Association

San Francisco (800) 322-4237

fpanet.org

 

4-9 | Securities Industry Institute

Securities Industry and Financial Markets Association

Philadelphia (800) 322-4237

sifma.org

 

6-8 | Advances in Asset Allocation

CFA Institute

San Francisco (800) 247-8132

cfainstitute.org

 

8 | Fixed-Income Conference

Financial Industry Regulatory Authority

New York (212) 858-7000

finra.org

 

8-9 | Compliance Conference

Investment Adviser Association

Arlington, Va. (202) 293-4222

investmentadviser.org

 

26-27 |Alternative Investments Summit

Information Management Network

San Diego (212) 768-2800

 

 

April

1-3 | Marketing Summit

Insured Retirement Institute

New York (202) 469-3000

irionline.org

 

25-26 | Annual Conference

Investment Adviser Association

San Francisco (202) 293-4222

investmentadviser.org

 

26-28 | 32nd Annual South Florida FPA Conference

Financial Planning Association of Greater Fort Lauderdale

Fort Lauderdale, Fla. (954) 370-0041

southfloridafpa.org

 

30 | Active-Passive Investor Summit

Information Mgt. Network

New York (212) 768-2800

imn.org

 


 

WHAT: FPA Retreat 2012

WHEN: May 5-8, 2012

WHERE: Hyatt Regency Scottsdale Resort & Spa, Scottsdale, Ariz.

HOW: via Phoenix Sky Harbor International Airport

HOW MUCH: Conference: $1,045 to $1,345; Hotel rate: $183 per night

WHY:
To hear from featured speakers:
Carol Anderson, president, Money Quotient; Susan Bradley, founder, Sudden Money Institute; Jonathan T. Guyton, principal, Cornerstone Wealth Advisors; David Lazenby, president, ScenarioNow; Kent A. Smetters, Boettner chair professor at the University of Pennsylvania's Wharton School and faculty research fellow at the National Bureau of Economic Research
To learn from conference sessions:
Trust is an Inside Job; Communication and Counseling Strategies; Approaches to Generating Lifetime Income; Future of Financial Planning in the Digital Age; Reimagine Advice
For coverage of hot topics:
Proactively solve clients' problems; the future of financial planning; modern portfolio theory; financial planner as strategist; strengthening client trust
To network:
At least 500 financial services professionals are expected to attend.

EAT:
* Z'Tejas Scottsdale, Mexican, Southwestern, entrées: $20-$35; (480) 946-4171

PLAY:
McCormick-Stillman Railroad Park, MacDonald's Ranch, Troon North Golf Club, Golden Door Spa at the Boulders, Scottsdale Gun Club, North-Pinnacle Course, Cave Creek Outfitters, Kierland Golf Course

CONTACT:
(800) 322-4237; fparetreat.org

This is an updated version of the Calendar. A previously published version contained errors in the featured event, the FPA Retreat 2012. The web site for FPA Business Solutions, March 4-6, has also been corrected.