Calendar
If you would like to have an event listed on the Investment Advisor Calendar please contact Robert F. Keane, Managing Editor.
September 2007:
- September 7-8
2007 Program Directors Conference
Washington State Convention Center
Seattle, Washington
800-487-1497
www.cfp.net
- September 8-11
FPA Seattle 2007
Washington State Convention Center
Seattle, Washington
800-322-4237
www.fpaannualconvention.org
- September 8-12
National Association of Insurance and Financial Advisors
Annual Convention and Career Conference
Washington, District of Columbia
877-866-2432
www.naifa.org
- September 16 -17
2007 RIIA Annual Meeting & Awards Dinner
Royal Sonesta Hotel Boston
Cambridge, Massachusetts
617.806.420
www.riia-usa.org/conferences/default.asp
- September 16-19
GS 817 Personal Tax Planning On-Campus Intensive Learning Program
The American College
Bryn Mawr, Pennsylvania
610-526-1209
www.theamericancollege.edu
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September 27-28
Raymond James Financial Women’s Symposium
Renaissance Vinoy Resort
St. Petersburg Florida
727-567-5296
www.rjwomensymposium.com
- September 27-29
Society of Financial Service Professionals Financial
Service Forum 2007
Hilton Montreal Bonaventure
Montreal, Canada
800-392-6900
www.societyforum.com
- September 27-29
Fourth Bi-Annual National Financial Planning
Conference of Pride Planners Association
L'Enfant Plaza Hotel
Washington, DC
727-536-7100
www.prideplanners.org
- September 30-October 2
2007 NASAA Annual Conference
Seattle, WA
202-737-0900
www.nasaa.org
October 2007:
- October 1
NAIBD 2007 Fall Advocacy & Technology Symposium
NASDAQ Marketsite
New York, New York
888-646-2423
www.naibd.com
- October 1-3
IMCA 2007 Fall Professional Development Conference
Hilton Chicago
Chicago, Illinois
303-770-3377
www.imca.org
- October 1-3
CFDD 2007 Advisor Conference: "Transitioning From Salesperson To Businessperson"
Fairmont Scottsdale Princess Resort
Scottsdale, Arizona
630-662-0284
www.401kduediligence.com/CFDDconference2007.asp
- October 1-7
Financial Planning Week
www.FinancialPlanningWeek.org
- October 7 - 9
10th Annual Pensions & Investments/IBF West Coast Defined Contribution Conference
The Fairmont Hotel
San Francisco, California
http://ibfconferences.com/ibf/index.asp
- October 7-10
Charitable Giving: Managing the Tools, the Applications, and the Relationships
The American College
Bryn Mawr, Pennsylvania
610-526-1209
www.theamericancollege.edu
- October 9-11
Financial Services Institute's 4th Annual Public Policy Day and Fall Discussions
Westin Arlington Gateway
Arlington, Virginia
888-373-1840
www.financialservices.org
- October 10-12
SIFMA 20th Annual Small Firms Conference & Exhibit
San Antonio Marriott Rivercenter
San Antonio, Texas
212-608-1500
www.sifma.org
- October 22–24
Invest n Retire 3rd Annual 401(k) Conference
The Governor Hotel
Portland, Oregon
503-419-2894
www.investnretire.com
- October 23-26
NRS 22nd Annual Fall Compliance Conference
Huntington Beach, California
Hyatt Regency Huntington Beach Resort & Spa
860-435-0200
www.nrs-inc.com/conf/fall/default.asp
- October 28-31
Schwab IMPACT 2007
Mandalay Bay
Las Vegas, Nevada
November 2007:
- November 1-2
National Association of Active Investment Managers (NAAIM)
ETF Symposium, Hyatt Rosemont
Rosemont, Illinois
874-518-1234
www.NAAIM.org
- November 3-6
18th Annual SRI in the Rockies Conference
Hyatt Regency Tamaya
Albuquerque, New Mexico
888-774-2663
www.sriintherockies.org
- November 5-6
IMCA 2007 Advanced Wealth Management Conference
The Ballantyne Resort
Charlotte, North Carolina
303-770-3377
www.imca.org
- November 11-14
Fundamentals of Estate Planning
The American College
Bryn Mawr, Pennsylvania
610-526-1029
www.theamericancollege.edu
- November 13 & 14
2007 Options Institute Course for Advisors and Planners
Chicago Board Options Exchange (CBOE)
Chicago, Illinois
312-786-7818
www.cboe.com/advisors
- November 14-16
The American College Symposium
Hilton Walt Disney World
Orlando, Florida
610-526-1029
www.theamericancollege.edu
