January
6 | Life Planning Mastery
Kinder Institute of Life Planning
Boston
(978) 486-8053
www.kinderinstitute.com
13 | Complete Course in Risk Management
CFA Institute
Washington, D.C.
(800) 247-8132
www.cfainstitute.org
20 | Investments Roundtable for Senior Professionals
CFA Institute
Greenwich, Conn.
(800) 247-8132
www.cfainstitute.org
20-12 | Energy Investment Forum
Opal Financial Group
Austin, Texas
(212) 532-9898
www.opalgroup.net
27 | Impact Investing & Responsible Investment Strategies
Financial Research Associates
New York City
(800) 280-8440
www.frallc.com
31 | OneVoice2011: FSI Broker-Dealer Conference
Financial Services Institute
Phoenix
(888) 373-1840
www.financialservices.org
February
6-8 | Fourth Annual Inside ETF Conference
CFA Institute
Hollywood, Fla.
(800) 247-8132
www.cfainstitute.org
7-8 | Consultants Conference
Investment Management Consultants Association
New York City
(303) 770-3377
www.imca.org
15 | Investing in the Developing World
CFA Institute
New York City
(800) 247-8132
www.cfainstitute.org
24-25 | AML Conference
Florida International Banker's Association
Miami
(305) 579-0086
www.fiba.net
28 | Active/Passive Investor Summit
Information Management Network
New York City
(212) 768-2800
www.imn.org
28 | Investment Education Symposium
Opal Financial Group
New Orleans, La.
(212) 532-9898
www.opalgroup.net
March
3-5 | Business Solutions
Financial Planning Association
Boston
(800) 322-4237
www.fpa.net
7 | Fixed-Income Conference
Financial Industry Regulatory Authority
New York City
(212) 858-7000
www.finra.org
10-11 | Compliance Conference
Investment Adviser Association
Arlington, Va.
(202) 293-4222
www.investmentadviser.org
14-15 | Distressed Investment Summit
Information Management Network
Huntington Beach, Calif.
(212) 224-3248
www.imn.org
April
7-8 | Private Client Conference
Securities Industry and Financial Markets Association
New York City
(212) 313-1200
www.sifma.org
DESTINATION
WHAT: Technology Tools for Today
WHEN: Feb. 16 -19, 2011
WHERE:Weston, Fla.
HOW: via Fort Lauderdale-Hollywood
International Airport
HOW MUCH: Conference: $275 to $400; Hotel rate: $189 per night
WHY:
To hear from featured speakers:
Bill Crager, president of Envestnet; Julien Mordecai, co-founder AllBackOffice Consulting; Peter Montoya, founder of Peter Montoya
To learn from sample sessions:
Advisor Websites; Asset Dedication: Linking Financial Planning and Asset Allocation; What's New in Financial Planning Software?; Tackling Social Media Compliance and Risk Challenges; Issues When Dealing with Technology Service Providers
For coverage of hot topics:
Financial planning software, working through issues with institutional technology partners, outsourcing PMS, post-recession planning, straight-through processing and eSignatures, touchscreen technology, iPad productivity
To hear from featured speakers:
At least 400 financial services professionals are expected to attend
EAT:
* Café Vico, Italian, entrées: $20 -$30; (954) 565-9681
* Trina Restaurant & Lounge, Fusion, entrées: $12-$39; (954) 567-8070
* Café Sharaku, French/Asian, entrées: $31-$50; (954) 563-2888
PLAY:
Carrie B Cruises, Fort Lauderdale Antique Car Museum, Smith & Jones, Independence Brewery, New River Gallery, Lady Helen Fishing Charters
Contact: (866) 320-0861, ext. 4
www.virtualofficenews.com