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HOME > About Us > Events fi360 Events
In addition to our AIF and AIFA training programs, annual conference, and tools webinars, fi360 participates in many of the industry's most important events, advocating on the importance of fiduciary standards and the difference dedicated fiduciaries are making for the investors they represent. You can find us at the following events. Already know you are going to be there? Let us know or just stop by!
2008
Council on Foundations’ Achieving Excellence in Investment Management Strategies for CEOs and Trustees Seminar
Date: September 11-12, 2008 Location: Arlington, VA
Fi360 CEO Blaine Aikin will be speaking at this one-and-a-half day seminar for CEOS, CFOs and trustees of foundations on the seven core principles for investment fiduciaries. Other topics on the agenda are "Practical Applications of Achieving Fiduciary Excellence" and "Legal Principles, Common Issues, and Emerging Trends in Foundation Investments".
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TD Ameritrade Regional Conference
Date: September 15, 2008 Location: Chicago, IL
Fi360 CEO Blaine Aikin will be speaking about fiduciary responsibility to RIA's.
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ING 401k Coaching Event
Date: September 18-19, 2008 Location: Chicago, IL
COO Rich Lynch will be presenting on Thursday September 18th at 12:30pm. His presentation will cover such topics as the 2006 Pension Protection Act, responsibility vs. liability and the future of fiduciary responsibility.
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Impact2008 Charles Schwab Conference 2008
Date: September 23-26, 2008 Location: Atlanta, GA
IMPACT is Schwab Institutional’s annual conference held exclusively for independent investment advisors. At IMPACT you’ll have the chance to learn, grow and connect with vital information through an array of exceptional offerings.
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FPA National Annual Conference
Date: October 4-7, 2008 Location: Boston, MA
The FPA National Conference offers the opportunity for professional development for every employee in your company, regardless of career level or career path. Fi360's Steve Rydzak, Heather Turns and Dave Palascak will be exhibiting at booth #1035 to shed light on the growing importance of fiduciary responsibility within the financial planning community and on the services offered by Fi360.
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The Center for Due Diligence’s 2008 Advisor Conference
Date: October 13-15, 2008 Location: Scottsdale, Arizona
Fi360 CEO Blaine Aikin will be participating in "The Great Fiduciary Adviser Debate" with Dalbar President Louis Harvey and The 401k Coach Program Founder Charles Epstein. Make sure you also stop by the fi360 booth (#18E) if you plan on attending this exclusive event for retirement advisors.
Fi360 AIF and AIFA designees who register starting now also receive a 50% discount on their registration. Registration and questions about this event should be directed to The Center for Due Diligence: 630-662-0284 or CFDD@TheCFDD.
Note: Designees already registered are not eligible for the discount.
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Investing in the Solutions to Climate
Date: October 21-23, 2008 Location: New York, New York
Change Climate change presents enormous risks and opportunities for investors. Climate risk is now embedded in an investment portfolio as companies worldwide face regulatory, legal, physical and competitive risks. But where there are risks, there are also opportunities. A growing number of investors have begun taking steps to manage the risks and capture the opportunities posed by climate change.
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NAPFA Practice Management and Technology Conference
Date: October 22-24, 2008 Location: Las Vegas, Nevada
All financial advisors use technology, but how many of us use it effectively? Technology has the potential to drive our practices towards greater client service, efficiency, and profitability. Fi360 is invited to exhibit our Tools to financial advisors, technology companies and software companies in attendence.
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SRI in the Rockies
Date: October 26-29, 2008 Location: Whistler, British Columbia, Canada
SRI in the Rockies is an annual gathering of socially responsible investment industry practitioners and related organizations. A professional conference, SRI in the Rockies offers many opportunities to meet and learn from passionate, creative people from all corners of the social investment community in the United States and around the world.
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26th Annual Financial Planning Symposium
Date: October 29, 2008 Location: Pittsburgh, PA
Blaine Aikin will be speaking at the 26th annual Financial Planning Symposium of the FPA Pittsburgh chapter.
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