Western Benefits Conference
July 21-24, 2013
Hilton San Diego Bayfront, San Diego, Calif.
This annual conference, sponsored by the Western Pension & Benefits Council and the American Society of Pension Professionals and Actuaries, is designed with retirement, health-and-welfare and benefits professionals in mind. Panels address practical issues of corcern to plan sponsors and their advisors. Workshops topics include: healthcare reform; tax reform; and retirement readiness. Up to 20.5 ASPPA credits, 18 ERPA credits, 18.5 JBEA credits and insurance and legal credit available upon request.
Who should attend: Plan sponsors, attorneys, consultants, health-and-welfare professionals, actuaries, investment advisors and TPAs.
Cost: WP&BC or ASPPA members: $1,065; non-members: $1,175; plan sponsors $435.
Public Funds East: Navigate the Future
July 22-24, 2013
Newport Marriott, Newport, R.I.
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Opal Financial Group sponsors this public funds conference, addressing the critical issues facing senior public pension fund officers and trustees. Topics will include pension outlook for the U.S. retirement system; asset allocation best practices; the DB/DC debate and risk management.
Who should attend: Pension reps — trustees, administrators, commissions, staff; Tart Hartley reps — trustees, administrators, commissions, staff; public service administrative providers. For a more complete list, visit http://www.opalgroup.net.
Cost: $2,895.
2013 Las Vegas Mid-Sized Retirement & Healthcare Plan Management Conference
Sept. 15-18, 2013
The Cosmopolitan, Las Vegas, Nev.
Unraveling the Supreme Court DOMA decision is the overriding theme for this event, sponsored by the University of North Carolina Kenan-Flagler Business School. An educationally focused conference featuring more than 45 workshops on the new legal requirements and other ways to reduce fiduciary risk, contain healthcare costs and improve employee engagement.
Who should attend: Company officers with plan fiduciary responsibilities, pension/savings plan managers, human resource directors, CFOs.
Cost: $995 (early-bird registration deadline Aug. 20, 2013).
CFDD 2013 Advisor Conference
Oct. 7-9, 2013
Grand Hyatt River Walk, San Antonio, Texas
Sponsored by the Center for Due Diligence, the 2013 conference focuses on identifying and managing retirement plan risk. More than 50 breakout sessions are offered, focused on the primary challenges facing the industry, including enforcement, litigation, legislation and tax reform. Continuing education credits are available.
Who should attend: Advisors, plan sponsors.
Cost: Individual advisor $775; individual non-advisor $1,175.
NAPFA Fall Conference
Oct. 8-11, 2013
Marriott Downtown; Philadelphia, Pa.
Sponsored by the National Association of Personal Financial Advisors, NAPFA, the event offers workshops, keynote speakers and breakout sessions examining best practices and career development for fee-only advisors. Continuing education credits are available.
Who should attend: Fee-only personal financial advisors.
Cost: Registration information limited to NAPRA members.
Think Retirement Income
Oct. 10-11, 2013
Hyatt Regency Boston, Boston, Mass.
The Retirement Symposium offers education and networking opportunities. Sponsored by Allianz, Commonwealth financial network and Market Cambridge Alliance, the event is aimed at RIAs. Continuing education credit is available.
Who should attend: RIAs, retirement planning advisors, financial planners, brokers, dealer/brokers.
Cost: RIAs $99; brokers $345; others $899 (early-bird pricing deadline July 31).
National Society of Compliance Professionals: National Membership Meeting
Oct. 21-23, 2013
The Washington Hilton, Washington D.C.
The only nonprofit representing the compliance industry, the NSCP offers a comprehensive educational meeting for the securities compliance industry. Offering more than 80 workshops, topics include introduction to compliance; pension fund compliance roundtable; risk assessment and compliance testing; regulatory developments; and much more. NSCP National Meetings offer CLE credits in connection with most U.S. certifying organizations.
Who should attend: Investment advisers; broker-dealers; and private fund/hedge fund managers.
Cost: NSCP members: $975; member associates $1,075; non-members $1,475 (early-bird registration prices deadline Aug. 31, 2013).
Financial Planning Association: Experience 2013
Oct. 19-21, 2013
Orange County Convention Center, Orlando, Fla.
The annual conference for the Financial Planning Association, featuring a keynote by Dan Pink, author of "To Sell is Human." Offering a mix of more than 70-featured speakers, 55 educational sessions and six super-session meetings, this year's conference runs the gamut.
Who should attend: Investment advisors, financial planning professionals.
Cost: Members, $699; non-member $999 (early-bird registration deadline Aug. 16, 2013).
2013 SPARK Forum
Nov. 3-5, 2013
The Breakers, Palm Beach, Fla.
The Society of Professional Asset-Manager & Record Keepers fall forum is sponsored by Lincoln Financial Group. Speakers will look at regulatory issues, legislation, and market issues of industry import.
Who should attend: Investment advisors, fund companies, 403(b) service providers, independent record keepers.
Cost: SPARK members $950; non-members $1,350.
Women Advisors Forum Southern California
Nov. 14, 2013
The Island Hotel; Newport Beach, Calif.
This one-day event is part of a series tailored to the professional needs of women in the financial services industry. Presented by Financial Planning, onwallstreet and Bank Investment Consultants, Women Advisors Forum aims to inspire, educate and connect women across the industry.
Who should attend: RIAs; financial planners; and members of private, regional and bank brokerages.
Cost: Advisors $99; non-advisors $1,500.
2014 Advanced Personal Financial Planning Conference
Jan. 20-22, 2014
Aria Resort and Casino; Las Vegas, Nev.
Sponsored by the American Institute of CPAs, the AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event examining the latest crop of legislative and regulation changes. Sessions include learning programs for retirement, estate, investment, insurance and individual tax planning guidance for 2014. CPE credit is available.
Who should attend: Financial planning professionals; CPAs; and other professionals providing individuals with investment, retirement, estate, insurance and tax planning services.
Cost: Member $995; non-member $1,295 (early-bird registration deadline Oct. 12, 2013).
2014 Retirement Industry Conference
April 9-11, 2014
Chicago Marriott Downtown, Chicago
Jointly hosted by LIMRA, LOMA, SOA this conference invites all professionals from all areas of the retirement industry including product development, marketing, and distribution of individual annuity and retirement income products, and defined contribution and defined benefit retirement plans.
Who should attend: Retirement industry professionals.
Cost: TBA.
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