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
