UP
FRONT calendar
FRONT
calendar
September
8-9 | Seven Stages of
Money Maturity
Kinder Institute
Westford, Mass.
(987) 486-8053
kinderinstitute.com/
7stages
12-13 | Certificant
Connections
CFP Board of Standards
Cincinnati, Cleveland and
Columbus, Ohio
(800) 487-1497
cfp.net
21 | Market Structure
Securities Industry and
Financial Markets Association
New York
(212) 313-1200
sifma.org
21-23 | Annual Women’s
Symposium
Raymond James Network
for Women Advisors
St. Petersburg, Fla.
(727) 567-4551
raymondjames.com/
networkforwomen
27 | Municipal Bond Summit
Securities Industry and
Financial Markets Association
New York
(212) 313-1200
sifma.org
October
3-4 | Managing Risk of
Exotic Products
CFA Institute
New York
(800) 247-8132
cfainstitute.org
9-14 | Financial Planning
Fundamentals
National Association of
Personal Financial Advisors
Arlington Heights, Ill.
(800) 366-2732
napfa.org
10-11 | Advanced Wealth
Management Conference
Investment Management
Consultants Association
Chicago
(303) 770-3377
imca.org
11 | Compliance Workshop
Investment Adviser
Association
Washington, D. C.
(202) 628-8400
investmentadviser.org
13 | Investigations: From AIG
to Chinese Reverse Mergers
CFA Institute
Louisville, Ky.
(800) 247-8132
cfainstitute.org
13-15 | Business & Wealth
Management Forum
Inside Information and T3
Rosemont, Ill.
(858) 997-6974
signupforconference.com
19-20 | Fall Solutions
Conference
Money Management
Institute
New York
(212) 313-1200
mminst.org
25 | Compliance and
Legal Seminar
Securities Industry and
Financial Markets Association
New York
(212) 313-1200
sifma.org
November
2 | Compliance Workshop
Investment Adviser
Association
Los Angeles
(202) 293-4222
investmentadviser.org
15 | Compliance Workshop
Investment Adviser
Association
Dallas
(202) 293-4222
investmentadviser.org
destination
WHAT: National Association of Personal
Financial Advisors’ Practice Management
& Investments Conference
WHEN: Oct. 24 -27, 2011
WHERE: Brooklyn Marriott
HOW: LaGuardia or Kennedy airports
HOW MUCH: $595 to $895; hotel: $199 per night
WHY:
To hear from featured speakers:
Marie Swift, CEO of Impact Communications;
Nader Mousavizadeh, CEO of Oxford Analytica;
Russell James, associate professor in the division of
personal financial planning, Texas Tech University;
Frank Murtha, founder of MarketPsych
To learn from these sessions:
Behavioral Finance Concepts: Why You Need to be
Aware of Them; Navigating the Global Marketplace;
Demystifying Structured Notes; Is a Merger, Sale or
Acquisition in Your Future?; Insurance Planning for
Small Business Owners
For coverage of hot topics:
Best practices for using an iPad; marketing with
high returns, profitability and fee structures;
business and strategic planning; hiring and
developing staff effectively; currencies in an
uncertain environment
To meet and greet:
About 250 financial services professionals are
expected to attend.
EAT:
• Savoia, Italian, entrées: $26; (718) 797-2727
• Peter Luger Steak House, entrées: $25 to $100;
(718) 387-7400
• Ozu, Asian, entrées: $29; (718) 797-3288
PLAY:
Brooklyn Bridge, Brooklyn Heights Promenade,
Jacques Torres Chocolate, Coney Island, Brooklyn
Botanic Garden, Brighton Beach
CONTACT:
(847) 483-5400
napfa.org
