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
