Calendar of Industry Events

May   May 2   SIA Anti-Money Laundering Compliance Conference The Waldorf-Astoria New York, NY Contact: Press- Christine Conlon, [email protected] General attendees- Betty Lai, [email protected] http://www.sia.com/antimoney02/ May 7-10 SIA Operations Conference And Exhibit Marriott's Desert Springs Resort Palm Desert, CA Contact: Press- Christine Conlon, [email protected] General attendees- Betty Lai, [email protected]

May

May 2

SIA Anti-Money Laundering Compliance Conference

The Waldorf-Astoria

New York, NY

Contact: Press- Christine Conlon, [email protected]

General attendees- Betty Lai, [email protected]

http://www.sia.com/antimoney02/

May 7-10

SIA Operations Conference And Exhibit

Marriott's Desert Springs Resort

Palm Desert, CA

Contact: Press- Christine Conlon, [email protected]

General attendees- Betty Lai, [email protected]

http://www.sia.com/ops2002/

May 15-19

NAPFA - National Conference

Nashville, TN

Contact: www.napfa.org, (847) 537-7722

May 20-22

AICPA National Conference on Employee Benefit Plans, Napfa Advisor

San Diego, CA

Contact: www.aicpa.org, (212) 596-6200

May 20-21

SIA STP/T+1 Spring Conference And Exhibit

New York Marriott Marquis

New York, NY

Contact: Press- Christine Conlon, [email protected]

General attendees- Betty Lai, [email protected]

http://www.sia.com/t1spring02

May 22-24

Investment Company Institute (ICI) General Membership Meeting

Hilton Washington D.C.

Washington D.C.

Contact: www.conferences.ici.org

June

June 3-5

National Investor Relations Institute

Palm Springs, CA

Contact: www.niri.org, (703) 506-3570

June 4-5

Northern California Regional Financial Planning Conference

San Francisco, CA

Contact: www.valuedadvisor.com, (650) 851-9338

June 19-21

SIA Technology Management Conference And Exhibit

The Hilton New York

New York, NY

Contact: Press- Christine Conlon, [email protected]

General attendees- Betty Lai, [email protected]

http://www.sia.com/tmc2002/

June 24-26

Morningstar

Chicago, IL

Contact: www.morningstaradvisor.com, (312) 696-6066

September

September 22-25

NAIFA Annual

Charlotte, NC

Contact: www.naifa.org, (703) 770-8195

September 25-26

SIA Retail Management Conference

The Drake Hotel

Chicago, IL

Contact: Press- Christine Conlon, [email protected]

General attendees- Betty Lai, [email protected]

September 26-27

SIA Continuing Education Conference And Exhibit

Hotel Inter Continental Chicago

Chicago, IL

Contact: Press- Christine Conlon, [email protected]

General attendees- Betty Lai, [email protected]

September 28- October 1

Financial Planning Association (FPA) Success Forum

New Orleans, LA

Contact: www.fpanet.org/conf/

October

October 2-3

SIA STP/T+1 Fall Conference And Exhibit

New York, NY

Contact: Press- Christine Conlon, [email protected]

General attendees- Betty Lai, [email protected]

October 6-8

NAVA 11th Annual Meeting

Boca Raton Resort and Club

Boca Raton, FL

Contact: www.navanet.org

October 9-11

SIA Small Firms Conference And Exhibit

The Westin Galleria

Dallas, TX

Contact: Press- Christine Conlon, [email protected]

General attendees- Betty Lai, [email protected]

October 17

2002 Trusts & Estates Wealth Management Conference

Marriott East Side

New York, New York

Contact: 877-TRUSTS4

October 28-November 1

Schwab Institutional - Impact 2002

Washington, DC

Contact: www.schwab.com, (888) 673-4446

November

November 6-8

SIA Annual Meeting (open to SIA member-firms only)

Boca Raton Resort And Club

Boca Raton, FL

Contact: Press- Christine Conlon, [email protected]

General attendees- Betty Lai, [email protected]

November 20

SIA Operations Update Conference

New York Marriott Marquis

New York, NY

Contact: Press- Christine Conlon, [email protected]

General attendees- Betty Lai, [email protected]

December

December 5

Forum for Investor Advice

New York, NY

Contact: www.investoradvice.org, (301) 656-7998

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