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.
