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
