CALENDAR

MARCH

10 – Social security benefits for spouses and others, International Association for Financial Planning, Greater Chicago Chapter. Highland Park (Ill.) Country Club. (847)540-9544.

15-16 – Real estate tax forum, Practising Law Institute. Hyatt Regency San Francisco. (800)260-4754.

15-16 – Global offshore funds forum, Cadogan International Conferences Ltd. Hyatt Carlton Tower, London. +44(0)171-336-8710.

15-19 – Corporate finance conference, International Faculty of Finance. Caliber Learning Center, New York. (941)364-2277.

16 – Using behavioral finance to improve investment decisions, Association for Investment Management and Research. Park Hyatt Philadelphia. (800)247-8132.

17 – Coping with broker-dealer regulation and enforcement, Practising Law Institute. PLI Conference Center, New York. (800) 260-4PLI.

17-18 – Unlocking value for strategic and financial buyers of troubled and bankrupt businesses, Strategic Research Institute. Crowne Plaza Hotel, New York. (800)599-4950.

17-18 – Generating, structuring and pricing mezzanine finance in a volatile market, Strategic Research Institute. Crowne Plaza Hotel, New York. (800) 599-4950.

18-19 – Valuation, taxation and planning techniques for sophisticated estates, Practising Law Institute. PLI Conference Center, New York. (800)260-4PLI.

18-19 – Capturing and retaining IRA rollovers, Institute for International Research. Omni Parker House, Boston. (888)670-8200.

21-25 – 1999 Mutual funds and investment management conference, Federal Bar Association, ICI Education Foundation. Marriott’s Desert Springs Resort and Spa, Palm Desert, Calif. (202)326-5986.

22-23 – Integrating private banking, brokerage and trust services, Institute for International Research. Omni Colonnade Hotel, Coral Gables, Fla. (888)670-8200.

23-26 – 1999 Annual conference, Association for Investment Management and Research. Hyatt Regency Grand Cypress, Orlando, Fla. (800)247-8132.

24 – Tax-wise ways to gift to children, International Association for Financial Planning, Greater Chicago Chapter. Harris Bank, Chicago. (708)799-6504.

24-26 – Annuity conference, Limra International. Hilton Palacio del Rio, San Antonio. (860)298-3959.

24-26 – Global asset allocation training, International Faculty of Finance. Caliber Training Center, New York. (941)364-2277.

25-27 – 1999 fixed income symposium and expositions, LaSalle National Bank. Boca Raton (Fla.) Resort and Club. (561)416-6191.

29-30 – Offshore life and annuities forum, International Business Communications. Marriott World Trade Center, New York. (508)481-6400.’

29-30 – How to profit from long-term investment abroad, International Quality and Productivity Center. Loews New York Hotel. (800)882-8684.

30-31 – SEC accounting and financial reporting, Practising Law Institute. Atlanta Hilton Hotel and Towers. (800)260-4PLI.

31 – Compliance: Doing it the right way, Insurance Broadcast System. Live three-hour broadcast. (888)918-3300, ext. 204.

APRIL

6-8 – Fifth annual life and annuities market conduct conference, International Business Communications Inc. Roosevelt Hotel, New York. (508)481-6400.

6-8 – Sixth annual institutional investors’ hedge fund forum, Institute for International Research. Windows on the World, New York. (888)670-8200.

11-14 – Compliance and legal division seminar, Securities Industry Association. Boca Raton (Fla.) Resort and Club. (518) 785-0721.

12 – Fourth annual symposium on REIT mergers and acquisitions and consolidations in commercial real estate, New York University, Real Estate Institute. Hotel Pierre, New York. (212)790-1338.

14 – Biotech investing forum, International Business Forum. New York Marriott East Side. (516)594-5979.

14-16 – Spring compliance conference, National Regulatory Services Inc., Hyatt Regency Cerromar Beach Resort, Dorado, Puerto Rico. (860)435-2541 Ext. 851.

19-21 – International conference on alternative investment strategies, Managed Account Reports. Hotel Majestic, Cannes, France. (212)213-6202.

20-21 – Management conference, Securities Industry Association. Drake Hotel, Chicago. (212)618-0577.

20-21 – Financial analysts seminar-Europe, Association for Investment Management and Research. Hotel Castellana Inter-Continental Madrid, Spain. (800) 247-8132.

21-24 – Spring professional development conference, Investment Management Consultants Association, Sheraton Palace Hotel, San Francisco. (303)770-3377.

22-23 – Global Indexing Service, IIR Ltd. Castle Harbour Marriott, Hamilton, Bermuda. +44 (0) 171-915-5055.

22-25 – Conference for Advanced Planning, International Association for Financial Planning. Marriott Orlando (Fla.) World Center. (800)945-IAFP.

23 – Annual spring forum, International Association for Financial Planning, New York Chapter. Marriott East Side Hotel, New York. (212) 677-1204.

25-27 – 1999 operations conference, National Association for Variable Annuities. Sheraton El Conquistador, Tucson, Ariz. (703) 620-0674.

26-28 – Twenty-first annual conference, Society of Asset Allocators and Fund Timers, the Buttes, Tempe, Ariz. (602)225-9000.

29 – Planning for the millennium, Southeast Michigan Chapter, International Association for Financial Planning. Detroit Athletic Club. (888)736-4237.

29-30 – Asset-based financing, Practising Law Institute. PLI Conference Center, New York. (800)260-4PLI.

29-30 – NRS Adviser focus conference, National Regulatory Services Inc. Plaza San Antonio, San Antonio. (860) 435-2541 Ext. 851.

30-1 – Twenty-seventh annual Northern California regional conference, International Association for Financial Planning, Sheraton Palace Hotel, San Francisco. (415)474-4501.

MAY

2-5 – Annual conference: Selling in the new century, Association of Investment Management Sales Executives, La Quinta (Calif.) Resort and Club. (202)296-3560.